Welcome to Sage Wealth Management Ltd, financial planning specialists serving the North of England through six offices in Chester-le-Street, Alnwick, Hexham, Darlington Newcastle and Carlisle. 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, Sage Wealth Management Ltd.
Since these early beginnings, the Practice has continued to grow and became a Senior Partner Practice of St. James's Place Wealth Management as part of the process. Our team are here to assist you in taking the best possible care of you and your family's financial needs. Jonathan has provided a consistently excellent service to us personally for savings and pensions advice, and for our business in terms of the new auto-enrolment company scheme.
Since these early beginnings, the Practice has continued to grow and became a Senior Partner Practice of St. James's Place Wealth Management as part of the process. Our team are here to assist you in taking the best possible care of you and your family's financial needs. Jonathan has provided a consistently excellent service to us personally for savings and pensions advice, and for our business in terms of the new auto-enrolment company scheme.
Services
Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and, as such, deserves a bespoke service tailored to their own financial needs and future aspirations. With guaranteed advice and a "Best of Breed" approach at St. James's Place Wealth Management, Sage Wealth Management Ltd is able to offer a complete package to clients in all aspects of financial planning.
Michael Sage, Director of Sage Wealth Management, was awarded the title of Chartered Financial Planner by the Chartered Insurance Institute (CII) in 2018. The CII's Chartered Financial Planner qualification is the widely accepted 'gold standard' for professional financial planners and financial advisers.
I would have no hesitation in recommending Michael Sage as a Financial Adviser. The service and support has been very professional and I feel my interests have been put first at all times. As you would expect of a St. James's Place representative, Michael possesses a reassuring wealth of knowledge and financial acumen.
St. James's Place is one of the UK's leading wealth management organisations, managing client funds of 95.6 billion. The company was founded in 1991 by The Late Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management.
To ensure managing your money is as stress free as possible, so that you have more time to enjoy life. To offer businesses adaptable, financial advice for the full lifespan of the organisation, so that it can achieve its full potential. To make sure every employee within an organisation has access to the best financial options possible, which suit their individual lifestyle.
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