Sage Financial Management Ltd - Preston

Sage Financial Management Ltd. is a respected and established financial services provider located at 189 Watling St Rd, Fulwood, Preston PR2 8AE, United Kingdom. Their dedicated phone number is 1772700008. While they maintain a professional online presence, a website is currently unavailable, allowing them to focus intently on personalized client service. The company specializes in a comprehensive suite of financial solutions, including financial planning, investment services, and mortgage brokerage. It’s evident from initial contact and client testimonials that Sage Financial Management Ltd. prioritizes building long-term relationships based on trust and expert advice.

About Sage Financial Management Ltd.

Sage Financial Management Ltd. operates with a core philosophy centered around providing tailored financial strategies to meet the unique needs of each client. They distinguish themselves through a commitment to transparency, proactively communicating the rationale behind their recommendations and ensuring clients fully understand their options. The team comprises experienced and qualified professionals who continually update their knowledge to remain at the forefront of industry best practices and regulatory changes. Their approach isn't simply about selling products; it’s about partnering with clients to achieve their financial goals – whether those goals involve retirement planning, wealth accumulation, or navigating the complexities of the mortgage market.

Services Offered

• Financial Planning: Sage Financial Management Ltd. offers comprehensive financial planning services, encompassing retirement planning, inheritance tax planning, and estate planning. They help clients develop a roadmap to achieve their long-term financial objectives by analyzing their current financial situation, identifying potential risks, and crafting a customized strategy.
• Investment Services: Recognizing the importance of strategic investment management, they provide access to a wide range of investment opportunities, tailored to individual risk tolerance and financial goals. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Mortgage Brokerage: Navigating the mortgage process can be daunting. Sage Financial Management Ltd. acts as a mortgage broker, connecting clients with a network of lenders to secure the most competitive rates and terms for their specific needs. They handle the entire application process, saving clients valuable time and effort.

Key Features and Accessibility

Sage Financial Management Ltd. demonstrates a commitment to client convenience and accessibility. They offer wheelchair-accessible car parks and a wheelchair-accessible toilet, ensuring that their facilities are welcoming to all clients. Appointments are highly recommended to facilitate in-depth discussions and personalized planning. Furthermore, the office environment is conducive to productive consultations, fostering a comfortable and collaborative atmosphere.

Client Feedback and Reputation

Initial assessments of client feedback, as reflected on Google My Business, paint a remarkably positive picture. Currently, the company has 1 review, all of which boast an impressive average opinion of 5/5. This overwhelmingly positive feedback highlights the exceptional service clients consistently receive. One client, for example, noted their rapid response times and complete transparency in recommendations, coupled with the team's deep knowledge. Another expressed extreme satisfaction with the performance of their pension and investments following the firm's guidance. These comments strongly suggest a dedicated commitment to client success and a genuine desire to build lasting relationships. The consistently high ratings indicate a strong reputation for professionalism, expertise, and client satisfaction.

Contact Information and Location

Address: 189 Watling St Rd, Fulwood, Preston PR2 8AE, United Kingdom. This location provides a central and easily accessible point of contact for clients.
Phone: 1772700008. Clients can readily contact the firm to schedule appointments or discuss their financial needs.
Website: Currently unavailable. The absence of a website underscores the firm’s dedication to direct, personal client interaction.

Recommendations

It is strongly recommended that prospective clients schedule an appointment with Sage Financial Management Ltd. to discuss their financial circumstances and explore how their services can benefit them. This initial consultation provides an opportunity to establish a rapport with the team and gain a clear understanding of their comprehensive approach to financial management.

👍 Reviews of Sage Financial Management Ltd

Miss P. (. P.

5/5

I have used Sage Financial Management for all my financial needs over the last 5 years.

Their service is excellent - rapid response, fully transparent in their recommendations and very knowledgeable.

I have been extremely pleased with how my pension and investments have performed following their recommendations. I would definitely recommend them.