Michael Sage has devoted his working life, now spanning in excess of 15 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.
In 2008, Michael felt confident that he could provide clients with a better service and the best possible advice by setting up his own practice, becoming a Senior Partner Practice of St. James’s Place Wealth Management as part of the process. Now, as the Director of Sage Wealth Management Ltd, he promotes the development of lifelong relationships with his clients. He helps to secure their financial futures, their families and businesses through the breadth of wealth management and financial planning services that he offers.
Michael specialises in Defined Benefit transfers.
“My main aim for any client is to help them create wealth and then preserve that wealth for the future.”