Jonathan’s principal responsibilities lie with providing clients with his wealth management and financial planning expertise. He also deals with workplace pensions planning alongside protection needs for individuals, families and businesses.
Karen is responsible for managing the office, her duties are to ensure we build long lasting relationship with all clients and provider them with an exceptional high level of customer service. Karen has worked in the financial services industry for over 14 years and has recently joined Sage Wealth Management from the Yorkshire Building Society. […]