Michael Sage Email & Phone Number

I have devoted my working life, now spanning in excess of 16 years, to helping others make the most of their money and realise their financial goals. I have worked for some of the most recognised high street banks, gaining numerous qualifications, including The Chartered Insurance Institute’s Certified and Diploma Financial Planner status, along the way. As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support. In 2008 I set up my own business, A Partner Practice of St. James's Place Wealth Management, as I was confident I would be able to provide the best possible service. Now, as the Director of Sage Wealth Management Ltd, I promote the development of lifelong relationships with clients. I help to secure their financial futures, their families and businesses through the breadth of wealth management and financial planning services that I offer."My main aim for any client is to help them create wealth and then preserve that wealth for the future."Specialties: Wealth ManagementWealth ProtectionFinancial Life PlanningRetirement PlanningInvestment PlanningBusiness Investment and ProtectionCommunication skillsProject managementThe 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 23/01/2024

Listed skills include Wealth Management, Wealth, Financial Planning, Finance, and 22 others.