Sage Wealth Management

Welcome to Sage Wealth Management Ltd, a leading financial planning firm based in the North of England. With six offices in Chester Le Street, Alnwick, Hexham, Darlington, Newcastle, and Carlisle, we are dedicated to serving the financial needs of individuals, families, and businesses across the region.

At Sage Wealth Management Ltd, we pride ourselves on building long-term relationships with our clients. Our team of experienced financial planners take the time to understand your unique financial circumstances, goals, and objectives. We then use this information to provide you with tailored financial advice and solutions that meet your needs and help you achieve your goals.

Our Services

We offer a wide range of services designed to help you build, grow, protect, and preserve your wealth. These services include:

• Investment Planning: We can help you create a diversified investment portfolio that is tailored to your risk tolerance, time horizon, and goals. We use a range of investment solutions, including those from St. James's Place, to provide you with the best possible outcomes.

• Retirement Planning: We can help you plan for your retirement, including calculating how much you need to save, identifying the best retirement income options for you, and helping you manage your retirement income.

• Tax Planning: We can help you minimise your tax liability and make the most of your allowances and reliefs. We can also advise you on inheritance tax planning and trusts.

• Protection: We can help you protect yourself, your family, and your business against unforeseen events, such as illness, injury, or death. We offer a range of protection solutions, including life insurance, critical illness cover, and income protection.

• Estate Planning: We can help you plan for the distribution of your estate, including minimising inheritance tax, protecting your assets, and ensuring your wishes are carried out.

Meet the Team

Our team of financial planners are here to assist you in taking the best possible care of your financial needs. They are experienced, knowledgeable, and dedicated to providing you with the highest level of service. Meet our team by visiting our "Meet the Team" page.

Our Offices

We have six offices located throughout the North of England, making it easy for you to meet with us and discuss your financial needs. Visit our "Our Offices" page to find the location nearest to you.

Vision, Values & Mission

Our vision is to be the North East's most trusted and client-focused Wealth Management Practice. Our values are centered around building long-term relationships with our clients, providing excellent service, and acting with integrity and honesty. Our mission is to provide our clients with the best possible financial advice and solutions, helping them to achieve their financial goals and build a secure financial future.

Insights

At Sage Wealth Management Ltd, we like to keep you up to date with the latest news and insights from the world of finance. Visit our "Insights" page to see our latest news and updates.

Testimonials

We are proud of the relationships we have built with our clients and the results we have achieved for them. Read some of our latest testimonials to see what our clients have to say about us.