Sage Wealth Management Limited

Sage Wealth Management Limited

Financial Services

Chester-le-Street , County Durham 372 followers

Personal and Corporate Financial Management

About us

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

Website
http://www.sagewm.co.uk
Industry
Financial Services
Company size
11-50 employees
Headquarters
Chester-le-Street , County Durham
Type
Public Company
Founded
2008
Specialties
Investment Planning, Retirement Planning, Intergenerational Planning and Legacy Planning, Protecting You And Your Estate, and Business and Entrepreneurs

Locations

  • Primary

    West Walk 5, Bowes Offices, Lambton Park

    Chester-le-Street , County Durham DH3 4AN, GB

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  • 9 Priestpopple

    Hexham , Northumberland NE46 1PF, GB

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  • 26 Fenkle Street

    Alnwick , Northumberland NE66 1HR, GB

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  • 115-117 Stanhope House,

    Stanhope Road South

    Darlington, County Durham DL3 7SF, GB

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  • One Trinity Gardens

    Broadchare

    Newcastle Upon Tyne, NE1 2HF, GB

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Employees at Sage Wealth Management Limited

Updates

  • It's a complex matter, with the nitty-gritty details still to be communicated, but our article takes a look at what we know, and shares some of the options we're discussing with clients

    View profile for Michael Sage, graphic

    Managing Director of Sage Wealth Management Limited & Chartered Financial Planner

    With significant changes on the way, it's more important than ever for farmers and those in the agricultural sector to stay ahead of the curve when it comes to Inheritance Tax (IHT). We've been having proactive conversations with our farming clients, ensuring they are aware of the upcoming changes and how they may impact their legacy. Behind the scenes, we've also been working to create our latest article which explores the nuances of tax liabilities and provides strategic planning options to help farmers make informed decisions about their farm’s future : https://shorturl.at/EB79F Whether you're actively planning or simply looking to understand how these changes might affect your farm, grab a coffee, and take a read.

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  • How stunning does The Alnwick Garden and Lilidorei look?! Some of the team are heading there with their families tonight, to soak up the festive atmosphere and see it in all its festive glory! As proud sponsors of the Grand Cascade, we're absolutely thrilled to be part of the Winter Lights - the installation has been captured beautifully in this video, and is testament to the incredible work the on-site team do!

  • Shildon AFC is just one of the many community projects we're proud to have supported this year. The below video created by their Chairman, David Dent and his team, puts into words perfectly, just how important community sporting clubs like this are - not only to the players, but everyone involved!

  • Could there be a way to end the week, than with an announcement of £12,697 raised for two charities?! Have a great weekend everyone!

    View profile for Michael Sage, graphic

    Managing Director of Sage Wealth Management Limited & Chartered Financial Planner

    A few weeks back, we hosted our first-ever charity ball at the iconic The Alnwick Garden, bringing together colleagues, clients, and friends for an evening of live entertainment and truly unique experiences Thanks to the generosity of our guests and sponsors, the event raised an incredible £12,697 for The Alnwick Garden Trust and the St. James’s Place Charitable Foundation The absolute standout, and moving moment of the evening, was a breathtaking dance performance along the Sage Wealth Management Grand Cascade, by the talented students from Dame Allan's Schools, based in Newcastle We're incredibly grateful to everyone who made this event possible. These funds will go a long way in supporting the incredible work of these two charities, ensuring they can continue to make a positive impact in our community and beyond...can't wait to see what 2025 brings!

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  • Christmas has officially started! The Alnwick team were thrilled to attend last night’s preview of the Winter Lights at the iconic The Alnwick Garden. Seeing the full trail come to life, through the gardens and Lilidorei was magical, but watching the Sage Wealth Management Grand Cascade as part of the trail’s finale was truly spectacular - our photos really don't do it justice! We’re incredibly proud to sponsor this amazing venue and charity, right here in the North East. Supporting such an incredible space for visitors and the local community is an honour. You won't regret a visit this festive season

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  • Ever wondered what goes on in the mind of a Financial Adviser? This month, we're thrilled to share that Northern Insight Magazine has featured an exclusive Q&A with one of our team, Jason Smith DipPFS. In this insightful piece, Jason delves into his journey and offers his perspective on the evolving landscape of financial advice From navigating complex client needs to anticipating industry trends, Jason opens up about what it really takes to help clients achieve financial confidence : https://shorturl.at/CFmwx

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  • As we reflect on a whirlwind week in global politics and economics, from Rachel Reeves' unveiling of the Labour Government's Autumn Budget to the US re-election of Donald Trump, political shifts will undoubtedly influence the short-term market landscape. In this environment, our commitment to long-term investment strategy is more essential than ever : https://shorturl.at/RG0EV

    US election: What does Trump's victory mean for markets?

    US election: What does Trump's victory mean for markets?

    sagewm.co.uk

  • We’re thrilled to be sponsoring the upcoming Farmers Discussion Meeting! Following this week's Autumn Budget announcements, now feels like the perfect time to join Vicky Anderson and other partners, to discuss essential topics for your business and legacy, whilst connecting with fellow farmers over a hot supper Where: The George, Piercebridge When: Tuesday, 19th November at 6 PM Book Your Place: 01609 882408 We looking forward to seeing you there!

  • Did you catch the Budget yesterday? We’re here to help you understand what the announcement could mean for you and your finances. Read more: https://shorturl.at/H4ieE You can also register for our Post Budget Financial Planning Insights webinar: https://ow.ly/TOoj50TQR8S St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority SJP Approved 23/10/24

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