Sage Financial Management

Financial Services in Preston, Lancashire
Financial Services in Preston, Lancashire We supply a array of independent advice, services and recommendations tailored to every investors requirements and focus on helping individuals reach and exceed their own financial aims. Our multi-disciplinary staff of specialists can advise you on all areas of retirement planning, investments, estate planning including trusts, inheritance tax planning, tax mitigation, mortgages and protection both in a UK and an international context.

Contact Details

Address
189 Watling St Road
Preston, Lancashire
PR2
Phone
Driving Directions

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About Us
read moreSage Financial Management Limited is at the forefront in providing independent Financial Advice in the UK. As Independent Financial Advisers we provide totally unbiased expert advice and access to a wide range of products. We specialise in offering businesses advice on pensions, investments, protection and corporate mortgages. Our existing clients include companies which trade nationally and internationally. Whether you want to protect the business against the loss of a key person or want to invest company money for the short term we can help.
Life Insurance
read moreEveryone will do their upmost to ensure their family is financially secure if they were to die. You could take cover to protect against mortgage borrowing, provide your dependents with a lump sum to maintain their lifestyle or simply cover funeral costs. This means added peace of mind for you, and protection for them. Level Term Assurance pays a lump sum in the event of death during the term of the policy. There is no investment element within a term assurance contract so at the end of the term there is no maturity value and life cover ends.
Financial Advice
read moreWe believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients. Our team is at the heart of our Financial Advice process. Our Advisers and Servicing Team deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients. Auto-enrolment aims to increase the level of retirement saving though the workplace and affects every employer in the UK.
Investment
read moreThe investment market can be a minefield from simple National Saving Accounts to investing in risky emerging market funds. From childhood most of us are told to put away money to save for the future - perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt? Whether you place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.
Pensions
read moreAuto-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. 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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