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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.
Complementary Financial Advice Guides
Auto Enrolment PensionsAuto-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.
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Guide to ISAs
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.
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Planning For RetirementDespite all of the recent changes, pensions still represent one of the most tax-efficient ways for most people to save for retirement. The aim of our retirement guide, therefore, is to help you understand the options that are available to you. Sign up now to receive information about our paid services and receive this bonus guide today.
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Successful InvestmentSuccessful long-term investment is not just about buying low and selling high – although that is always a good principle to bear in mind. Go back to basics– markets may rise and fall but the rules of sensible investment remain constant. Sign up now to receive information about our paid services and receive this bonus guide today.
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"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 explain matters in full, in a manner that is appropriate. I will have no doubt in recommending them to friends and family."Dr Baki, Delta Care Limited, Preston
"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 it does not take me too long to analyse."I Ahmed, Eye Care Optical, Director, Nationwide
"Sage Financial Management provides an effective service that is tailored to the individuals needs. The service is performed in a professional, no-pressure manner. I have no hesitation in recommending them."W Yasin, Riley Moss Chartered Accountants, Preston
Latest Blog Posts
The auto-enrolment process is highly complex. Firms will need to implement a scheme by a particular date, called their “staging date” which is determined by their payroll size in 2012. To do this, you need to assess which employees will need to be enrolled in the scheme and this is based on employees’ ages, wages […]Read More
Inheritance Tax of £170 000 each was payable in the year 2012-13 by estates according to HM Revenue and Customs. This is a 15% increase to the previous 12 months. You work so hard throughout your lifetime the last thing you want is for your beneficiaries to pay a potential 40% tax charge on your […]Read More
For a number of years we have offered clients the ability to invest in a Sharia compliant manner. In addition to a number of Sharia compliant funds already mentioned in previous posts such as HSBC Amanah, Aberdeen Global Islamic Equity for now have funds specifically for the emerging market. A lot of Analyst are indicating […]Read More