Sage Financial Management
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Sage Financial Management
Sage Financial Management Limited is at the forefront in providing independent Financial Advice in the UK. We provide a range of independent advice, services and recommendations tailored to each investors needs and focus on helping individuals reach and exceed their own financial goals.

Our multi-disciplinary team of specialists can advise you on all areas of retirement planning, investments, estate planning including trusts, inheritance tax planning, tax mitigation and protection both in a UK and an international context.As Independent Financial Advisers we provide totally unbiased expert advice and access to a wide range of products.

Auto-enrolment aims to increase the level of retirement saving though the workplace and affects every employer in the UK. This guide tells you how all employers including micro businesses can prepare for compulsory pension auto-enrolment. Sign up now to receive information about our paid services and receive this bonus guide today. Our complimentary guide to ISAs 2014-15.
Services
We have used the services of Sage Financial Management for the past year and we have found them to be extremely professional in their approach.
The advice and guidance that we receive is honest, professional and reliable.
They are always ready to find the time to meet with you and.
Sage Financial Management has certainly been very helpful to me and my company.
With issues such investments and pension planning I have reaped a lot sound and impartial advice.
The advisers are always flexible on meeting arrangements to suit my busy schedule, and advice is in a simple language so.
Auto-enrolment aims to increase the level of retirement saving though the workplace and affects every employer in the UK.
This guide tells you how all employers including micro businesses can prepare for compulsory pension auto-enrolment.
Sign up now to receive information about our paid services and receive this bonus guide today.
Our complimentary guide to ISAs 2014-15.
In this guide we discuss individual savings accounts and how to make the most of your annual tax year allowance.
We cover questions such as 'What is an ISA?' and 'What should I look for in a cash ISA?' Sign up now to receive information about our paid services and receive this bonus guide today.
Home >> Sage Financial Management provides a high quality professional Financial Advice service.
We believe that professional financial advice can add significant value to individuals and businesses.
It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.
Our team is at the heart of our Financial Advice process.
Our Advisers and Servicing Team deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients.
The investment market can be a minefield from simple National Saving Accounts to investing in risky emerging market funds.
From childhood most of us are told to put away money to save for the future - perhaps for something special?
Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt?
Whether you place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.
Demand for Shariah compliant investment products have grown by an average of 15-20% each year for the past five years.
With guidance from scholars we have compiled appropriate products offered by leading financial institutes such as HSBC, Aviva, Legal and General, Jupiter and many more.
The products are reviewed on a regular basis to ensure they remain compatible with requirements of Shariah.
Our national presence allows us to promote our service and more importantly provide continues ongoing support to our clients.
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