We provide a range of independent advice, services and recommendations tailored to each investors needs and focus on helping individuals reach and exceed their own financial goals. Our multi-disciplinary team of specialists can advise you on all areas of retirement planning, investments, estate planning including trusts, inheritance tax planning, tax mitigation and protection both in a UK and an international context.
As Independent Financial Advisers we provide totally unbiased expert advice and access to a wide range of products.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 5 Winckley St, Preston, PR1 2AA
01772253300
Business Name
Sage Financial Management
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