Introducing Sage Wealth Management Consultant, Mark Beverley:

Having an office in Newcastle means that we can deliver a truly personalised service to our clients in the local area.

“Understanding my clients, their needs and aspirations, is vital in the creation of any financial plan. My role is to make sure I do understand these things and guide them along that journey”.

After a career of over 40 years in the Financial Services industry, including a Partner Practice of St. James’s Place, Mark joined the Sage Wealth Management team in 2021.

His extensive experience and expertise in providing advice to individual clients, families and businesses, means Mark is able to build lasting relationships and help in implementing strategies to reflect each client’s circumstances and aspirations.

Mark is also the representative for the St. James’s Place Charitable Foundation for the North East.

 

Introducing Sage Wealth Management Financial Adviser, Jason Smith:

Having an office in Newcastle means that we can deliver a truly personalised service to our clients in the local area.

“It’s essential to take time with every client to get an understanding of their financial needs and goals so I can provide the right level of support.”

Jason joined Sage Wealth Management in the Summer of 2021 having enjoyed a career in the Automotive sector for several years.  His experience in helping medium and large businesses research, plan and fund their future mobility solutions means he brings with him a solid foundation in providing exceptional client service and relationship management.

He now supports business owners and individual clients alike, working with them to provide stability through protection products, tax planning, investments and intergenerational wealth plans.

 

Newcastle Office

Newcastle office
One Trinity Gardens
Broad Chare
Newcastle upon Tyne
NE1 2HF

Postal address

West Walk 5,
Bowes Offices,
Lambton Park,
Chester-Le-Street,
Co Durham,
DH3 4AN

Opening times:

  • Monday: 9am-5pm
  • Tuesday: 9am-5pm
  • Wednesday: 9am-5pm
  • Thursday: 9am-5pm
  • Friday: 9am-4pm

To make an enquiry please click here.