Michael Sage has devoted his working life, now spanning in excess of 10 years, to helping others make the most of their money and realise their financial goals. Michael has worked for some of the most recognised high street banks, gaining numerous qualifications, including The Chartered Insurance Institute’s Certified Financial Planner status, along the way. […]
Chris joined Sage Wealth Management in 2017 following completion of his Business and Finance degree and then went through the St. James’s Place Academy to become a qualified financial planner. Chris now works with families, individuals and business owners and he aims to identify financial priorities and objectives to then develop a strategy to help […]
Nicola joined Michael in February 2014, being Michael’s first employee has developed the administration side of the business. She manages the office and its procedures ensuring a smooth flow of business whilst keeping clients updated on all their investment needs.
Julie has worked within the Financial Services sector industry for over 35 years and joined the Team in November 2016. She focuses upon delivering the highest of service and administrative standards, in a friendly professional manner, to help build genuine, long lasting relationships with all our clients.
After graduating from The University of Sunderland I have spent the last years 12 years working in a variety of Marketing and Business Development roles within the public and private sector. I joined Sage Wealth Management in 2018 and hope to focus my time on Brand Awareness, Events and ensuring clients receive a good level […]
Laura has been at St. James’s Place for 10 years, and within our practice since 2018, and is an invaluable team member. Laura is responsible for providing our clients with a high level of personal service and works within our paraplanning team where she seeks to improve the level of service offered to clients who […]
Angela has worked in the financial services industry for over 36 years and recently joined Sage Wealth Management to expand her knowledge further. She is currently working towards The Certificate in Paraplanning to further support Sophie in preparing our clients reports and the options available to them.
Sally has worked as a Paraplanner for St. James’s Place for the last 2 years and recently joined Sage Wealth Management to expand her knowledge further. She is currently working towards the Level 4 Diploma in Regulated Financial Planning through the Chartered Insurance Institute (CII).
Upon completing my A Levels I joined Sage Wealth Management. I am currently studying RO1 in the hopes of progressing into a paraplanner with the potential to later progress to advising.