Sage Wealth Management Ltd

Sage Wealth Management provides Personal and Corporate Financial Advice built on trust, long-term relationships and a bespoke face-to-face service tailored to your needs.

Our Personal Financial Advice service includes:

• Retirement Planning
• Investment Planning
• Saving for your Children's future
• Tax Planning
• Protection and Insurance
• Inheritance Tax Planning
• Long Term Care Planning.  

Our Corporate Financial Advice Service includes:

• Corporate Investments
• Pensions
• Group Life & Critical Illness Cover
• Group Income Protection
• Shareholder/Partnership Protection
• Loan Protection
• Key Person Protection
• Relevant Life Plans.  

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. 

Sage Wealth Management Ltd 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. 

SJP Approved 23/05/2024