Personal Financial Advice

Many financial companies will offer what is known as an ‘off the shelf’ solution. And although such options can be affordable, they are generic solutions that are not tailored to individual needs. At Sage Wealth Management Ltd, our services are fully bespoke. This means that our financial services are fully tailored to your needs. And ultimately, we feel that because of this, your financial outcomes have a better chance of being more successful.

Investment Planning

Long term investment products boasting multiple benefits such as allowing a wide range of asset classes.

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Effective Tax Planning

Many people are unaware that Inheritance Tax (IHT) can have a significant reach and if not planned correctly.

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Retirement Planning

Pensions allow for tax relief on personal contributions.

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Later Life Planning

Arranging care for yourself or a loved one can be emotionally draining and stressful.

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Investing your Child's Future

ISAs for the younger generation are available in the form of a Junior Individual Savings Account (JISA).

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Income Protection

The effects of accidents, sickness or redundancy can be severe on a person’s income.

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The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected any may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.