Sage Financial Management Ltd - Preston

Sage Financial Management Ltd: Expert Financial Guidance in Preston

Overview: Sage Financial Management Ltd, located at 189 Watling St Rd, Fulwood, Preston PR2 8AE, UK, stands out as a comprehensive financial services provider with a strong emphasis on personalized advice and investment services. With a phone number 1772700008 for immediate contact, this company caters to a wide range of financial needs including financial planning, investment services, and mortgage broking. The business is particularly noted for its wheelchair-accessible facilities, ensuring convenience for all clients.

Location and Accessibility: Situated in Fulwood, a suburb of Preston, Sage Financial Management's office is equipped with wheelchair-accessible car parks and toilets, making it easily reachable for everyone, including those with mobility needs. This commitment to inclusivity sets them apart in their service offerings.

Services Offered:
Financial Planning: Clients benefit from tailored financial strategies designed to meet their unique objectives and risk tolerances.
Investment Services: Expert advice and management of investment portfolios to optimize returns while managing risks.
Mortgage Broking: Assistance with securing mortgage solutions that fit individual financial situations.Additional Services: The company offers a fully transparent service, with rapid response times and highly knowledgeable staff to guide clients through complex financial decisions.

Customer Opinions: With only one review on Google My Business, but an average opinion of 5/5, it's clear that Sage Financial Management has a strong reputation for excellence. A satisfied client shared, '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.' Such glowing feedback underscores the company's commitment to client satisfaction and expertise in financial management.

Website and Additional Information: For those seeking more detailed information or wishing to initiate a consultation, Sage Financial Management's website offers comprehensive insights into their services and can be accessed via their website link. Appointments are recommended to ensure personalized attention from their experts.

Key Features and Specialties:
Specialties:

• Financial Planning: Customized strategies for wealth growth and security.
• Investment Services: Managed portfolios to achieve investment goals.
• Mortgage Broking: Expert advice on securing mortgage financing.

Additional Points of Interest:
Wheelchair Accessibility: The office is fully accessible to wheelchair users, demonstrating a commitment to inclusivity.
Recommended Procedures:
While walk-ins are welcome, clients are advised to schedule appointments to ensure they receive the full benefit of the company's personalized services.

Conclusion: Sage Financial Management Ltd offers a robust suite of financial services with a focus on personalized care and transparent, expert advice. Their excellent reputation, as evidenced by the high customer ratings, makes them a trusted choice for individuals seeking financial guidance in the Preston area.

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👍 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.