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If you need Financial Planning Advice on your pension, investment or protection; it is crucial you seek advice from a professional, qualified and experienced firm. Sage Financial Managements’ four key principles centre around honesty, integrity, reliability and value.
- will be open, honest and transparent with you at all times and believe that honesty is the best policy
- will act with integrity in everything that we do (our reputation depends on it)
- believe in delivering on our promises to you and ensuring that we do what we say we will do
- believe that you have every right to expect value for money from us and that’s exactly what we constantly strive to deliver.
If you are looking for Financial Planning Advice you’ve come to the right place because we care as much for your long-term financial wellbeing as we do about our own.
As part of our superior service, we offer a Free 30-minute Financial Booster call on Skype, telephone or face to face, which will:-
- Give us a complete understanding of your Financial Dreams and Aspirations
- Give you a complete understanding of what is available in the marketplace right now
- Give you a bullet-proof action plan for financial success and security for your family and you.
Our process of Financial Planning involves the following:-
Financial Planning – Step 1 – Engagement
Identify your needs and objectives
We will arrange an introductory meeting to fully explain how our service works, identify your primary financial needs and objectives and answer any questions.
Financial Planning – Step 2 – Discovery
If you feel you can benefit from our service, your Adviser will work with you to fully understand your objectives and develop these into well defined goals. Your Adviser will gather financial information to provide a comprehensive picture of your circumstances.
Financial Planning – Step 3 – Research & analysis
Prepare an analysis of your situation
Once your objectives are agreed, we will work with you to complete a Personal Financial Plan (PFP). This written report provides an analysis of your current financial position and identifies any areas to develop and act upon.
Financial Planning – Step 4 – Plan presentation
Develop an action plan
Once we’ve constructed your Personal Financial Plan (PFP), we’ll take you through it stage by stage. It will set out specific and realistic recommendations designed to achieve your stated objectives over an agreed time period.
Financial Planning – Step 5 – Implementation
Now it’s time to put the plan into action. You can relax in the knowledge that we will be taking care of all the necessary final steps to turn your plan into reality.
Financial Planning – Step 6 – Ongoing service & relationship
Monitoring your progress
Where an ongoing service is agreed, your Adviser will help you review your Personal Financial Plan (PFP) to make sure it is on track with your objectives. Reviews will take account of any changes in your personal circumstances, financial market conditions and relevant legislation.
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.
Get The Guide
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 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.
Get The Guide
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
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