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Sage Financial Management aim to recommend the best investment funds from the whole market.
We provide access to what we consider to be the Best Investment Funds. We research the whole of the market using industry leading research software to provide you with the Best Investment Funds.
We use Synaptic Fund Research, a software solution capable of identifying, analysing and comparing funds, including life, pensions, investment trust, unit trust /OEICs and FSA registered offshore funds.
The system provides instant access to detailed data and graphing of over 100,000 funds, past performance data including a range of sophisticated risk metrics and fund ratings. The ease of use, flexibility and quality of fund data has dramatically reduced the time taken for advisers to carry out complex and accurate fund research, giving advisers the ability to examine funds quickly and easily.
Specialist investment managers will often manage a fund (a pool of investments) that invests in one or more of the above categories, the aim being to diversify the risk across a spread of shares, or bonds, or both. There are hundreds of investment funds available, each with their own specific aims and objectives. Investment funds can also specialise in one particular sector, such as only investing in companies that are listed on the FTSE100 index, or only investing in construction and mining companies. There are also funds that invest geographically, perhaps only buying shares in Japanese or American companies. Each sector has its own unique characteristics, and your adviser will be able to explain more about this.
All these types of investment are available through Sage Financial Management. You may be able to include your investment within a tax-efficient product such as an Investment Bond, ISA (Individual Savings Account), unit trusts or even a pension. There is a vast array of products available with which to save, and choosing the most suitable one can be difficult, so why not let your Financial Adviser help you to decide which is most suitable for you?
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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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"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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The auto-enrolment process is highly complex. Firms will need to implement a scheme by a particular date, called their “staging date” which is determined by their payroll size in 2012. To do this, you need to assess which employees will need to be enrolled in the scheme and this is based on employees’ ages, wages […]Read More
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For a number of years we have offered clients the ability to invest in a Sharia compliant manner. In addition to a number of Sharia compliant funds already mentioned in previous posts such as HSBC Amanah, Aberdeen Global Islamic Equity for now have funds specifically for the emerging market. A lot of Analyst are indicating […]Read More