Sage Wealth Management

Call Directions Website Contact the business

Sage Wealth Management Financial Planning specialists serving the North of England. It all starts with one-to-one, face-to-face advice

We provide financial planning services, including retirement planning, investment planning, as well as protecting you and your estate.

We all feel inflation when we’re doing the weekly shop, but it’s easy to forget it can affect long-term cover too. If yo...
20/10/2026

We all feel inflation when we’re doing the weekly shop, but it’s easy to forget it can affect long-term cover too.

If you have life insurance or critical illness cover, the payout might stay the same while the cost of living keeps rising. Over time, that could mean it does less than you originally intended.

Our latest article explains how inflation can affect different types of protection, what index linking means, and some questions worth asking when you review a policy.

Have a read here πŸ‘‡

Most of us understand that inflation pushes up the cost of everyday essentials, from food shopping to energy bills. But fewer people realise it can also reduce the future value of their protection cover.

Don't wait until after the announcements - speak to us ahead of the Autumn Budget to review your plans and discuss what ...
08/10/2026

Don't wait until after the announcements - speak to us ahead of the Autumn Budget to review your plans and discuss what any potential changes could mean for you.

Sage Wealth Management 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).

SJP Approved 30/09/2026

25 years of The Alnwick Garden, and what a 25 years of change it's been! It's been a joy to watch it grow into such a sp...
01/10/2026

25 years of The Alnwick Garden, and what a 25 years of change it's been!

It's been a joy to watch it grow into such a special part of our community, and we're really looking forward to celebrating with you later today!

Details of the anniversary weekend below πŸ‘‡

The Autumn Budget is less than four weeks away, and for once the rumour mill has been fairly quietThis week's Labour con...
01/10/2026

The Autumn Budget is less than four weeks away, and for once the rumour mill has been fairly quiet

This week's Labour conference did bring a few announcements, including a proposed 'Your First Home' scheme to help first-time buyers, plans around free social care, and a possible change to the pensions triple lock from 2030. We'll know far more once the Autumn Budget lands

In the meantime, it's worth remembering that many of the rumours in previous years never came to anything, and decisions made in a hurry can sometimes leave people worse off.

Read the full article here πŸ‘‡

With less than four weeks before the chancellor John Healey stands up to give his first Budget, leaks about what might be announced have been few and far between.

Every parent and grandparent knows the feeling (especially with Christmas in the not too distant future). You'd love to ...
23/09/2026

Every parent and grandparent knows the feeling (especially with Christmas in the not too distant future). You'd love to give the little ones in your life something that lasts a bit longer than the toy that's forgotten by the following week!

Have a read of our article, as there could be another option :

One of the most common conversations we have with grandparents, and increasingly with parents too, isn't about investments, pensions, or protection in the traditional sense, it's about the next generation.

A little visit that brought a lot of smiles πŸ’›As part of our community support, our team recently delivered afternoon tea...
21/09/2026

A little visit that brought a lot of smiles πŸ’›

As part of our community support, our team recently delivered afternoon tea boxes to a local nursing home β€” just a small way to bring some brightness to the residents' afternoon.

We love finding little ways to give back to our communities, and raising smiles!

Did you know the gender pay gap currently sits at 6.9%, but the gap in pension savings by retirement is even bigger?Care...
16/09/2026

Did you know the gender pay gap currently sits at 6.9%, but the gap in pension savings by retirement is even bigger?

Career breaks, lower average pay, and missing out on years of compound growth all add up over time. It's not about anyone doing anything 'wrong', it's a structural gap, and understanding it is the first step to closing it.

The below article looks at what steps can be taken to help build financial resilience for the future. Have a read below πŸ‘‡

The gender pay gap is stubbornly high, with women receiving an average of 7% less than men for full-time work. Women are also more likely than men to take career breaks to care for family members. Both factors play a big part in causing further financial inequality during women’s lives.

They did it!!Karen and Alex from our Alnwick office smashed the Great North Run yesterday β€” 13.1 miles done, medals earn...
14/09/2026

They did it!!

Karen and Alex from our Alnwick office smashed the Great North Run yesterday β€” 13.1 miles done, medals earned!

We're so proud of the training and effort that went into this. Karen was even back out this morning for a gentle recovery walk along the coast, blisters and all, as the sun came up!

Well done, both of you!

We're incredibly proud of Karen and Alex from our Alnwick office, who will be taking on the Great North Run this Sunday ...
10/09/2026

We're incredibly proud of Karen and Alex from our Alnwick office, who will be taking on the Great North Run this Sunday β€” each running for a cause close to their heart! πŸ’™

πŸƒβ€β™€οΈKaren is running for the Addison's Disease Self-Help Group (ADSHG), following her 14-year-old daughters diagnosis with an Adrenal Crisis, caused by Addison's Disease, earlier this year. Karen's now raising funds so ADSHG can help the condition be recognised earlier and managed effectively.

πŸƒβ€β™‚οΈAlex is running for The Alnwick Garden, whose programmes support mental wellbeing, reduce loneliness, and help people feel connected and confident.

13.1 miles is no small feat, so if you're along the route on Sunday, give them a cheer! πŸ‘

Want to support either cause?
πŸ‘‰ Karen: https://shorturl.at/YlCtr
πŸ‘‰ Alex: https://shorturl.at/TUfmv

Good luck, Karen and Alex!

We're heading to the Yorkshire Dales this Saturday! πŸ‘Sally will be out and about at the Wensleydale Agricultural Show at...
27/08/2026

We're heading to the Yorkshire Dales this Saturday! πŸ‘

Sally will be out and about at the Wensleydale Agricultural Show at Leyburn Showground, for a full day of livestock, horticulture, handicrafts β€” and this year, even a dinosaur or two in the main ring!

It's one of the Dales' best-loved traditional agricultural shows, so if you're heading along, make sure to pop by and say hello to Sally at our stand.

πŸ“ Leyburn Showground, Saturday 29th August

Address

2 Dunns, Bowes Offices, Lambton Park
Chester-le-Street
DH34AN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+441917314539

Alerts

Be the first to know and let us send you an email when Sage Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sage Wealth Management:

Shortcuts

Share