Financial Services Experts Since 1998

Get Financial Advice

  • This field is for validation purposes and should be left unchanged.

Your information is 100% private and will never be sold or shared.

Indepenedent Financial Advice

Inheritance Tax Solutions

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

Sharia Islamic Pension & Investment Fund Focus – HSBC Amanah

HSBC Amanah investment and pension fund is over 10 years old and has provided Muslims across the country the opportunity to invest in a Sharia compliant manner. The equity (stocks and shares) based fund is predominately invested in America, with household names forming a large percentage of the fund; such as Apple, Microsoft, Exxon Mobil, […]

Read More

Islamic Education Conference – Oxford 2015

We have pleasure in confirming we will be at the Islamic Education Conference being held in Oxford on the 25th April 2015. Our team will be present and able to answer questions on Investments, Pensions and Auto Enrolment. We have already set up Sharia compliant workplace pensions for Islamic Charities and organisations. We have also […]

Read More

Islamic Education Conference Oxford 25 April

Sage Financial Management is proud to announce it will be present at the Islamic Education Conference taking place on the 25th April in Oxford. As well as being one of the exhibitors qualified Independent Financial Advisers will be available to answer questions on Islamic / Sharia investments and pensions. Please see link below:-

Read More

Top Rated Independent Financial Adviser – Vouched For

We are very proud to confirm we were recently rated 4.8 out of 5 by Vouched For who conducted an independent survey. See some comments below:- Rizwan listened carefully to our unusual circumstances, and provided helpful information and advice to guide our decision making. He was patient with our time delay but persistent in keeping […]

Read More

Stamp Duty Changes

Stamp duty • Complete reform of residential property stamp duty so that rates fall only to that part of the property price within each band • 0% in first £125,000 • 2% on the portion up to £250,000 • 5% up to £925,000 • 10% up to £1.5m • 12% on anything above that, saving […]

Read More

Support For Medical Students

Sage Financial Management attended the Financial Assistance for Medical Students 9th Annual Dinner at Nawaab Restaurant, Manchester. It was an opportunity to meet familiar faces and network with Doctors, Surgeons and other professions. Having provided financial advice for over a decade to the medical profession we consider ourselves to be specialists in the NHS Pension […]

Read More

IFA in Manchester?

If you’re looking for an IFA (Independent Financial Adviser) in Manchester, take a look at this testimonial video from Shankleys Solicitors in Manchester. We’ve been helping Shankleys for nearly a decade with our expert advice on pensions, financial planning and investments. To get a free consultation with us, either on Skype or on the phone […]

Read More

Complementary Financial Advice Guides

Auto Enrolment Pensions

Auto Enrolment Pensions 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.
Get The Guide

Guide to ISAs

Free 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.
Get The Guide

Planning For Retirement

Planning For Retirement Despite 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.
Get The Guide

Successful Investment

10 Rules Of Successful Investment Successful 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.
Get The Guide


"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
Read More Testimonials