Thank you for your enquiry. Having searched our database, we have matched you with Kaye Mullen from Sage Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management.
What Happens Next
If you want Kaye Mullen from Sage Wealth Management Ltd to begin straight away with your no obligation pension review, please fill in the extended Letter of Authority below. The information you provided in our previous form has been pulled in so it should only take 2 minutes to fill in (all the information required should be on your pension statement). Your advisor will still need to quickly speak to you before proceeding but filling in the form digitally should speed things up.
This then allows us to secure the information required from your pension provider to compile your report. Sage Wealth Management Ltd are FCA regulated, with FCA number 485343 which can be viewed on the FCA website here, you can also see more by viewing the website
Alternatively, Kaye Mullen from Sage Wealth Management Ltd will call you to discuss your requirements. This initial call will be without obligation. If it's not convenient when they contact you then let them know and rearrange a call back at a more convenient time for you.
SAGE WEALTH MANAGEMENT LTD ARE FCA REGULATED.
THEIR FCA REGISTRATION NUMBER IS 485343 AND YOU CAN CONFIRM THIS ON THE FCA WEBSITE BY CLICKING ON THE LINK BELOW
A little bit more about Sage Wealth Management Ltd.
As a Senior Partner Practice of the highly successful St. James’s Place Wealth Management, we offer expert advice in a wide range of important areas including investment, inheritance tax, pension planning, and protection. We strongly believe in providing a high level, trusted service to all clients and we are fully aware that financial planning can be confusing at the best of times. We will help you to meet your financial objectives and plan for the future with confidence and optimism. We work closely with all our clients and believe in keeping them regularly updated with financial and economic news. Whether this means meeting regularly, or sending out bulletins, magazines and other relevant information, or attending one of my client events, we will meet each individual client’s own requirements.
In the meantime, if you would like any more information, please contact:
Kaye Mullen,
Sage Wealth Management,
9 Priestpopple,
Hexham,
NE46 1PF
t: 07950 252 158
e: Kaye.Mullen@sjpp.co.uk
w: www.sagewm.co.uk
w: www.sjpp.co.uk/sagewealthmanagement
The Senior Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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