Sage Financial Management Limited is at the forefront in providing independent Financial Advice in the UK. We provide a range of independent advice, services and recommendations tailored to each investors needs and focus on helping individuals reach and exceed their own financial goals.
Our multi-disciplinary team of specialists can advise you on all areas of retirement planning, investments, estate planning including trusts, inheritance tax planning, tax mitigation and protection both in a UK and an international context.As Independent Financial Advisers we provide totally unbiased expert advice and access to a wide range of products.
Our multi-disciplinary team of specialists can advise you on all areas of retirement planning, investments, estate planning including trusts, inheritance tax planning, tax mitigation and protection both in a UK and an international context.As Independent Financial Advisers we provide totally unbiased expert advice and access to a wide range of products.
Services
We have used the services of Sage Financial Management for the past year and we have found them to be extremely professional in their approach. The advice and guidance that we receive is honest, professional and reliable. They are always ready to find the time to meet with you and. Sage Financial Management has certainly been very helpful to me and my company.
Auto-enrolment aims to increase the level of retirement saving though the workplace and affects every employer in the UK. This guide tells you how all employers including micro businesses can prepare for compulsory pension auto-enrolment. Sign up now to receive information about our paid services and receive this bonus guide today.
Home >> Sage Financial Management provides a high quality professional Financial Advice service. We believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.
The investment market can be a minefield from simple National Saving Accounts to investing in risky emerging market funds. From childhood most of us are told to put away money to save for the future - perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt?
Demand for Shariah compliant investment products have grown by an average of 15-20% each year for the past five years. With guidance from scholars we have compiled appropriate products offered by leading financial institutes such as HSBC, Aviva, Legal and General, Jupiter and many more. The products are reviewed on a regular basis to ensure they remain compatible with requirements of Shariah.
Reviews (1)
Miss Patel Young Professional
Jul 19, 2014
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I have used Sage Financial Management for all my financial needs over the last 5 years.
Their service is excellent - rapid response, fully transparent in their recommendations and very knowledgeable.
I have been extremely pleased with how my pension and investments have performed following their recommendations. I would definitely recommend them.
Their service is excellent - rapid response, fully transparent in their recommendations and very knowledgeable.
I have been extremely pleased with how my pension and investments have performed following their recommendations. I would definitely recommend them.
