Corporate Financial Advice

At Sage Wealth Management, we offer a range of financial advice which we consider to be highly beneficial for our clients. We understand that corporate financial advice can be a complex topic and may be difficult to understand.As such, we are well positioned to offer a wealth of advice on a range of corporate financial topics, including auto enrolment, corporate investment, corporate services, employee benefits, pensions, life plans and executive income protection.

Best Performing Pension Plans

Auto Enrolment

No matter what size your business is, auto enrolment is likely to have had some kind of impact. Only by planning ahead can you ensure that you have access to the best resources, support and possibly even the best terms.

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Tax Efficient Investments

Corporate Investments

For businesses to function properly, they normally need access to some level of cash in the bank. And it is not always necessary to withdraw cash from a business for things like pensions or shareholder return.

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Corporate Tax Efficient Investments

Corporate Services

Business owners are usually very busy people. Investing large amounts of time, energy and commitment to make their business a success.

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Financial Consultant For Employee Benefits

Employee Benefits

It can be generally said that most business leaders favour their staff over physical assets. Resultantly, if an important member of your team was no longer able to work due to illness, would your business be equipped to offer them financial support during this time?

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Money Saving Expert Life Insurance

Relevant Life Plan

Are you a director looking for a tax-efficient way to structure your life cover? We offer a Relevant Life Plan which could be the perfect choice.

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Executive Income Protection

Executive Income Protection

Executive Income Protection is a type of protection for limited companies where the business owns and pays into the account. I

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Pensions

Pensions

The world can be a confusing and rapidly changing place, meaning that it is highly important to receive proactive advice from a trustworthy source, on an on-going basis regarding your pension options.

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The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.