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.

Auto Enrolment

No matter what size your business is, auto enrolment is likely to have had some kind of impact. Only by…

Find out more

Corporate Investments

For businesses to function properly, they normally need access to some level of cash in the bank. And it is…

Find out more

Corporate Services

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

Find out more

Employee Benefits

It can be generally said that most business leaders favour their staff over physical assets. Resultantly, if an important member…

Find out more

Relevant Life Plan

Are you a director looking for a tax-efficient way to structure your life cover? We offer a Relevant Life Plan…

Find out more

Executive Income Protection

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

Find out more

Pensions

The world can be a confusing and rapidly changing place, meaning that it is highly important to receive proactive advice…

Find out more

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.