Sage Personal Finance Limited is a family-run firm of Independent Financial Advisers (IFAs) established in 2004. Based in Bath, England, the company focuses on building long-term relationships with clients by providing tailored, professional advice. Their core mission is to help individuals and families achieve their financial goals through comprehensive planning services, including investment strategies, pension and retirement planning, inheritance tax mitigation, and personal protection policies. As an appointed representative of The On-Line Partnership Limited, they are authorized and regulated by the Financial Conduct Authority (FCA).

Founded in

United States