Wealth Planning

At Paragon of Sage Wealth Management, we take the time to understand your needs and what matters most to you, so we can help you define and realise your personal and financial ambitions.

Know what you're planning for

Our aim is to help you discover your objectives in the areas most important to your financial wellbeing, such as your family, career or business, lifestyle and property. From there, we work with you to build a tailored financial plan to help ensure the decisions made to meet your needs today won’t compromise your goals for tomorrow.

Paragon of Sage relationship managers use innovative cash flow modelling to bring your financial plan to life. They can also help answer these questions:

• When can you afford to retire?
• How much is enough?
• How and when should you make gifts?
• How can you protect loved ones?
• Can you afford that luxury item?

With these questions answered, you’ll have the insight to make informed decisions.

Restricted independent advice

Our team of wealth planners has your best interests at heart and will be able to discuss the best strategy for you, focused on the select products and solutions that we recommend.

• Investment structuring:

A range of onshore and international investment structures designed to maximize tax efficiency, including ISAs, pensions and life assurance wrappers

• Pension planning:

A range of UK onshore self-invested pension plans (SIPPs) catering to flexible investment strategies

• Trust and fiduciary services:

A range of trusts designed to help you pass on wealth while retaining control

• Personal protection:

Life cover, income protection and critical illness cover to supplement any existing benefits

• Protecting your business:

Key person insurance to lessen the disruption of the loss of key individuals in your business

• Business exit planning:

Advance planning of a sale to take advantage of valuable allowances that can maximise the value of your business to you and your beneficiaries

Whether you're still growing your wealth, planning for your retirement or looking to pass on your wealth to the next generation, a conversation with us is the first step in building your personalised wealth plan. The one financial partnership that goes beyond your portfolio. Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today, and for generations to come.

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