Investment Planning

At Sage Wealth Management, we offer a number of Investment Planning products. Including:

  • Investment Bonds – A long term investment product boasting multiple benefits such as allowing a wide range of asset classes to help spread risk, and potential for capital growth.
  • ISA’s – Regular or lump sum tax efficient investments for the medium to long term
  • Offshore Investment – For investors seeking tax efficient investments into multiple asset classes.
  • Unit Trusts – For individuals wanting tax benefits within a stock market style investment can be particularly useful for children investing in a trust.
  • Growth and Income Portfolios – We can provide access to the St. James’s Place range of growth and income portfolios.

Investment Bonds

Are you worried about achieving a sustainable income against the risk of inflation?

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ISA’s

Individual Savings Accounts (ISA’s) are tax efficient investments for the medium to long term.

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Offshore Investment

Offshore investments can be an attractive option to people where a parent has provided capital to a minor,

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Unit Trusts

If you are wanting to take advantage of the tax benefits offered by ISAs, and a stock market investment.

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Growth and Income Portfolios

Most people would agree that choosing the right investment for your circumstances isn’t an easy task.

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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.

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

Trusts are not regulated by the Financial Conduct Authority