Michael Sage
BA Hons CEFA DipPFS
Michael Sage has devoted his working life, now spanning more than 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 as part of the process. Now, as the Managing 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 pension planning.
“My main aim for any client is to help them create wealth and then preserve that wealth for the future.”
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
