The local Wealth Management firm with an office near you.
When Michael Sage set up his own financial Practice in 2008, he was determined to provide local people with the sort of service that you may only expect to receive from a major international company in a city centre office. Let’s face it, people who live in small provincial towns and villages are likely to have very similar requirements to those who live in a leafy part of our major cities.
Consequently, you will find Sage Wealth Management offices in Chester-le-Street, Hexham and Alnwick. Don’t be fooled into thinking that although the offices aren’t in plush high rise, glassy buildings that you are going to get a lesser standard of service. On the contrary. You will be talking to someone who more than likely lives in your area and will clearly understand what you are looking for. You will get one-to-one, friendly advice from the Sage Wealth Management experts. Everything is tailor-made to you.
You will also be gaining access to one of the UK’s leading wealth management organisations, St. James’s Place Wealth Management, who manage client funds of around £95.6 billion. In fact, due to their success and high standards, Sage Wealth Management is now a Senior Partner Practice of St. James’s Place Wealth Management. This is a stunning achievement for Michael and gives all of his clients’ peace of mind.
“We like to see ourselves as a local company providing good, common sense advice to local people, but still offering them the support of a huge organisation,” said Michael Sage.
“We intend setting-up other Practices across the North East so that people really can just pop in for a chat over a cup of coffee. It sometimes doesn’t need a formal meeting
it can just be a quick question followed by some quick advice. That’s what we’re here for. Customer service is important to us
.we want to help.” Sage Wealth Management has a team of experts, led by Chartered Financial Planner, Michael Sage. Many of them specialise in certain areas of finance, but they all deal with areas such as Retirement Planning, Corporate Services, Investment Planning, Mortgages, and an area which is becoming increasingly important…protecting you and your estate. “Intergenerational planning is ensuring that your estate will pass on to your loved ones as smoothly as possible and as tax efficiently as possible,” added Michael.
“You’ve worked long and hard to accrue property and finance, and it’s important that you can hand these on to your children or other relatives. It’s staggering how many people simply haven’t thought about it. They may have a Will in place, but that is not the same as having your financial affairs in order. We can take care of that.” Michael has also started to see a pattern emerging when a client eventually does decide to do something about their estate; their sons and daughters arrive to ask about retirement plans of their own. Word is spreading about the high standard of work you can expect from Sage Wealth Management. The company is now being asked to stage seminars with solicitors and accountants. “It’s a logical step,” said Michael.
“A lot of the work we undertake has legal implications and of course we deal with a lot of finance. The provision of financial advice is now heavily legislated in much the same way that solicitors and accountants now have to be fully qualified. We are no different in Financial Management. This legislation is something we applaud because clients must have total confidence in what we are doing. We are helping them to plan for the future; we have a lot of responsibility on our shoulders.”
Once you’ve had a no obligation, initial meeting at one of the Sage Wealth Management offices or in a place that is convenient to you, there will be a full review drawn-up. At this point there will be another meeting and a series of options will be provided. Michael or one of his experienced Financial Advisers will take you through what you can expect and what costs are involved. It is then up to you to decide what to do.
But that won’t be the end of it. Over the following months and years you will receive regular contact from Sage Wealth Management to keep you fully updated as to how your arrangements are performing and, crucially, whether anything needs to be changed.
Feel free to pop into one of the offices to ask for any news. Bearing in mind that we live in an everchanging world, it’s important to keep a very close eye on what is happening in the financial sector. That is precisely what Sage Wealth Management, with the support of St. James’s Place Wealth Management, will be monitoring.
If it is felt that a change is required, you’ll quickly hear about it. Your home may be repossessed if you do not keep up repayments on your mortgage.
So, why not call into one of the Sage Wealth Management Practices in Chester-le-Street, Hexham or Alnwick to speak to someone. If you need any further details and want to find out about the services they offer, go onto their website www.sagewm.co.uk or give their head office a call on 0191 731 4539 to arrange a meeting.
