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.
We work closely with all of our clients building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed when it’s needed. It is often a frustration to investors that their affairs have not been regularly reviewed and a cornerstone of our commitment to service is a promise to meet each client on an annual basis, or more often if required.
I hope you find my website informative, please feel free to browse and if you have any questions please do not hesitate to Contact Us.