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JOB VACANCY – IFA ADMINISTRATOR – PRESTON BRANCH
Exceptional, organised, driven and experienced individual required. The role is to provide complete administrative support for Financial Adviser; this to include, quotations, preparing schedules, completing applications, dealing with client queries etc. You will be responsible for managing your own work load and working closely with Financial Advisers. You should be comfortable using Microsoft Office and […]
Read MoreAuto Enrolment – Work Place Pension
If you are interested in attending a free seminar about Auto Enrolment in the Preston & Manchester area; please kindly contact us on 01772 700 008 or alternatively complete the form below. A must for all employers who have yet to stage there Auto Enrolment pension. An ideal opportunity for you to find out exactly […]
Read MorePension v ISA
With George Osborne’s Budget now allowing full access to pension savings from age 55, pensions are now more attractive than ever before. Any contribution up to 100% of earning or £3600 if higher, attracts tax relief at the highest marginal rate of income tax payable in that year. With an ISA no tax relief is […]
Read MoreMerry Christmas
Merry Christmas, hope you have a wonderful day and festive period. Best Wishes Sage Financial Management…………
Read MoreMake a Will
I read a recent article in Financial Adviser which stated the Treasury received £14m in unclaimed inheritances. It is extremely important individuals make a valid will to ensure there estate is distributed according to wishes. There are currently over 11,000 unclaimed estates listed on Bona Vacantia, the governments free website directory which lists all unclaimed […]
Read MoreIslamic Finance – Best Savings and ISA rates
A recent article from the December edition of Money Management detailed the best sharia compliant savings and investment rates as follows:- Best ISA rate is a 120 day notice account with a rate of 1.80% with Islamic Bank of Britain Best Bond rate is 2.30% for 24 months with Islamic Bank of Britain (source : […]
Read MoreRemoval of Pensions Death Tax
The removal of the 55% death tax on pension will allow people with personal pension arrangements to continue passing pension savings through the generations. Anything that is going to save you tax is a good thing and it is strongly recommending people with substantial pots need to seek regular advice to ensure the people inheriting […]
Read MoreIslamic Bank of Britain – DPS Service now available
Sage Financial Management have been provided Shariah compliant independent financial advice for over a decade and were the first in the country to offer such service. We now have pleasure in announcing we also offer IBB DPS service. Being independent allows us to compare all the products in the market and make suitable recommendations. We […]
Read MoreWhat is my Auto Enrolment staging date?
Your staging date is when an employer’s automatic enrolment duties first introduced. Please kindly email us your PAYE reference and we will find out your staging date and also email an action plan to ensure you meet your staging date deadline. Please email to enquiries@sagegroup.co.uk.
Read MorePensions Freedon and Choice – Review your pension
Chancellor George Osborne introduced proposed changes to how people take their retirement benefits in his last budget; with only a few months until the new rules come into effect, it may be an ideal opportunity to review your pension. We will consider many areas in a review including consolidating existing pension arrangements, ensuring you do […]
Read MoreComplementary Financial Advice Guides
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.
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Guide to ISAs
2014-15
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 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.
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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.
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Testimonials
"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