Sage Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management, and provides Personal & Corporate Financial Advice built on trust and long-term relationships, and a bespoke service tailored to your needs and future aspirations.
We are based in the North of England, and have offices in Chester-le-Street, Alnwick, Hexham, Darlington, Carlisle and Newcastle.
We work closely with all of our clients to build relationships 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.
Sage Wealth Management is able to offer a complete package to clients in all aspects of financial planning - visit our website to view our full list of advice and services
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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.
SJP Approved 30/1/2024
Company Details
- Employees
- 17
- Founded
- -
- Address
- West Walk 5, Bowes Offices, Lambton Park, Chester-Le-Street,county Durham Dh3 4an,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.sagewm.co.uk
- Keywords
- Investment Planning, Retirement Planning, Intergenerational Planning and Legacy Planning, Protecting You And Your Estate, Business and Entrepreneurs.
- HQ
- Chester-le-Street , County Durham
- Competitors
- St. James’s Place, Rachael Bell Wealth Management, Abacus Wealth Management Ltd, Bright Wealth Management, Senior Partner Practice of St. James's Place Wealth Management, Utilita Arena Newcastle, St. James's Place – Asia & Middle East, The Alnwick Garden, Northern Stage Newcastle, AMG Wealth, Senior Partner Practice of St. James’s Place, Sleight Wealth Management Limited.
Sage Wealth Management Limited Questions
Sage Wealth Management Limited's website is http://www.sagewm.co.uk
Sage Wealth Management Limited's LinkedIn profile is https://uk.linkedin.com/company/sage-wealth-management-limited
Sage Wealth Management Limited has
17 employees.
View email and phone details for 17
employees at Sage Wealth Management Limited.
Sage Wealth Management Limited's industry is
Financial Services
Sage Wealth Management Limited's top competitors are
St. James’s Place,
Rachael Bell Wealth Management,
Abacus Wealth Management Ltd,
Bright Wealth Management, Senior Partner Practice Of St. James's Place Wealth Management,
Utilita Arena Newcastle,
St. James's Place – Asia & Middle East,
The Alnwick Garden,
Northern Stage Newcastle,
Amg Wealth, Senior Partner Practice Of St. James’s Place,
Sleight Wealth Management Limited.
Sage Wealth Management Limited's categories are Financial Services
Sage Wealth Management Limited's founding year is 2008
