Financial Planning

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.

We:

• 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:-

1. Give us a complete understanding of your Financial Dreams and Aspirations
2. Give you a complete understanding of what is available in the marketplace right now
3. 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

Gather information
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

Plan 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.