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.



Testimonials

“The advice and guidance that we receive is honest, professional and reliable”

  • Dr Baki, Delta Care Limited, Preston

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 […]

Read More

“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 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 […]

Read More

“Sage Financial Management provides an effective service that is tailored to the individuals needs”

  • W Yasin, Riley Moss Chartered Accountants, Preston

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.

Read More

“They handled the matter in a professional and efficient manner”

  • A Ahmed, Sale Dental Care, Manchester

I am really pleased with the service I received from Sage Financial Management. They handled the matter in a professional and efficient manner; I would happily recommend them to anyone who needs any financial advice.

Read More

“I have always found Sage Financial Management to be professional and accessible “

  • Nadeem Rashid, Partner, Marsdens Solicitors

I have always found Sage Financial Management to be professional and accessible and I have no hesitation in recommending their services to others.

Read More

“They worked tirelessly and kept me informed throughout”

  • J Ahmed, Shanklys Solicitors, Partner, Manchester

Sage Financial Management Limited were able to identify and provide suitable advice within days. They worked tirelessly and kept me informed throughout. They have also advised me on several investment opportunities in the past and I have no hesitation in recommending their services. They are always happy to explain matters […]

Read More

“Sage Financial Management are extremely efficient and effective.”

  • R Khemlani, K B Import & Export, Chief Executive, Manchester

Sage Financial Management are extremely efficient and effective. They have taken control of all my plans to so that they perform to our expectations.

Read More

“I am delighted that I came to Sage Financial Management”

  • Dr Ansari, University Hospital, Head of A & E, Birmingham

I am delighted that I came to Sage Financial Management as they have as they have provided me with the best financial advice I have ever received. They are easily contactable and always been very helpful. I have recommended their services to all my friends.

Read More

“The Adviser took the necessary time and effort to explain the various options”

  • Dr L A Natha, Kearley Medical Centre, Bolton

Sage Financial Management helped me to update my long overdue investment portfolio. It soon became apparent that had I not met with their Adviser my investments would have continued to suffer. The Adviser took the necessary time and effort to explain the various options and offers suitable for my personal […]

Read More

“They are proactive and take charge of the situation”

  • Wala Al-Mastha, Queen Street Pharmacy, Stoke On Trent

After speaking to a number of Independent Financial Advisers we decided to go with Sage Financial Management. I am most pleased with their advice and service, they are proactive and take charge of the situation to ensure my investment and pensions perform. I will continue to recommend them to friends […]

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
2014-15

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