Sage Wealth Management is one of the North-East's leading personal and corporate financial planning advice providers, offering a bespoke service built around the belief that - in order to meet their financial needs and future aspirations - each of our clients deserves to be treated as unique.

As part of St. James’s Place - one of the UK’s leading and most trusted wealth management organisations managing a £95.6 billion fund. Sage Wealth Management is ideally placed to offer clients one of the most comprehensive range of tailored financial planning services available.

In terms of Personal Financial Advice, these services range from Effective Tax Planning to Income Protection, and from Investing in Your Children's Future to Retirement Planning.

Our Corporate Financial Advice services include Auto-Enrolment, Corporate Investments, Employee Benefits, Pensions, Life Plans and Executive Income Protection.

We work closely with all of our clients to build 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 - which is why a cornerstone of our commitment to service is a promise to meet each client on an annual basis, or more often if required.

To add extra value to our clients, we also regularly provide a host of engaging and easy-to-follow sources of information such as tailored newsletters, insights into the latest market developments and blogs explaining our services and advice in more detail. For instance, our communications will give you a full and clear picture around pensions or tax planning options that you might be considering, or commentaries on how your investments are performing.

In all, Sage Wealth Management is here to provide you with the best financial planning advice and help you prepare for a comfortable and enjoyable future.