Sage Wealth Management

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'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

What a night! 🌟 STARDUST at The Alnwick Garden was everything we hoped for and more.Thank you to every single family who...
25/08/2026

What a night! 🌟 STARDUST at The Alnwick Garden was everything we hoped for and more.

Thank you to every single family who joined us and stayed long after the gates would usually close to enjoy the glitter bar, silent disco and duck race down the Sage Wealth Management Grand Cascade. Seeing the Garden so full of life after hours was really special.

Huge thanks to the amazing CAST. for another unforgettable performance, you brought so much magic to the evening.

Thank you as well to our brilliant Glitter Bar crew from Not Just a Pretty face and The Face Paint Saint, and our bubbleologist, who kept smiles on faces (quite literally!) all evening long.

We're still counting up the total raised for charity - more to come soon, so watch this space!

Thank you, Alnwick. Here's to the next 25 years at the Alnwick Gardens πŸŽ‰

πŸ“Έ Jane Coltman Photography

Whether you’ve recently received your exam results, or you're a year or two out and still figuring out what's next, this...
20/08/2026

Whether you’ve recently received your exam results, or you're a year or two out and still figuring out what's next, this one's worth a read!

We've got two apprenticeships opening at Sage Wealth Management...paid from day one, real qualifications, and a career path that goes a lot further than you'd think (swipe through to see where it can lead πŸ‘‰)

You don’t need a background in the financial sector, just curiosity and a willingness to learn

Want to find out more about our opportunities in Carlisle & Chester-le-Street?
Email Nicky ([email protected]) to arrange a time for a call - no CV, no pressure, just a chat about the opportunity we have within our team.

✨ STARDUST TICKET GIVEAWAY ✨We're giving away TWO family passes (up to 6 people) to our exclusive after-hours evening at...
06/08/2026

✨ STARDUST TICKET GIVEAWAY ✨

We're giving away TWO family passes (up to 6 people) to our exclusive after-hours evening at The Alnwick Garden on Friday 21st August, and we'd love you to be there!

✨ Silent disco
✨ Duck race
✨ Glitter bar
✨ Live DJ & performances from the incredible CAST Academy
✨ Entertainments all evening
✨ Food trucks

For your chance, simply...
1. Like this post
2. Comment below and tell us your favourite thing about the Alnwick Garden

T&Cs:
– 2 x successful entrants will be announced on Tuesday 11th August. Entries close at midnight on Monday 10th August 2026.
– Prize is a Family Pass (perfect for a family or group of friends - up to 6 people)
– Open to UK residents aged 18+
– No cash alternative
– 2 x successful entrants will be selected at random and contacted via DM from this official page only
– This promotion is in no way sponsored, administered, or associated with Meta

Important: We will only contact the successful entrants after the closing date and only from this official page. Please be aware of fake accounts β€” do not respond to messages from unofficial profiles or share any personal/bank details

🌟 Meet CAST. the incredible, local stars who will be performing at STARDUST! 🌟CAST. (the Cowell Academy of Stage & Telev...
04/08/2026

🌟 Meet CAST. the incredible, local stars who will be performing at STARDUST! 🌟

CAST. (the Cowell Academy of Stage & Television) is based just up the road in Morpeth, training young performers in singing, dancing and acting...building confidence as much as talent!

On Friday 21st August, some of their students will be joining us to help bring STARDUST to life, with very special performances at The Alnwick Garden

Come and cheer them on β€” tickets are going fast!
🎟️ https://shorturl.at/uxVTE

πŸ“Έ Just a few teasers from last year when they wow'ed the crowds!

✨ STARDUST - A Family-Friendly Evening at The Alnwick Garden  ✨This August, the gates close and the celebration begins.J...
30/07/2026

✨ STARDUST - A Family-Friendly Evening at The Alnwick Garden ✨

This August, the gates close and the celebration begins.

Join us for a private after-hours evening in one of the UK's most extraordinary gardens, as we celebrate 25 incredible years of the Alnwick Garden in style...and we've pulled out all the stops!

🎧 Silent disco
πŸ¦† Duck race down the Grand Cascade
✨ Glitter bar
🎡 DJ and live performances from CAST Academy
πŸ’€ Guided tours of the infamous Poison Garden β€” if you dare
πŸ” Food trucks
🍹 Fully stocked bar

Grab your picnic ticket, soak up the golden hour, and celebrate one of the North East's most beloved spaces in a way you won't forget.
And the best bit? Picnic tickets are just Β£5 each for an evening that's anything but standard.

πŸ“… Friday 21st August | πŸ•• 6.30pm–9.30pm | πŸ“ The Alnwick Garden, Alnwick

🎟️ Grab your tickets now : https://shorturl.at/F6zjn

The latest issue of The Investor magazine is here, this time focusing on women and wealth.This edition explores how wome...
06/07/2026

The latest issue of The Investor magazine is here, this time focusing on women and wealth.

This edition explores how women’s financial power is growing and what that means for long-term planning, as well as the broader economic landscape and how to approach ongoing market volatility.

It also looks at the current outlook for Europe and global markets, and covers how to help protect your family and income in the event of serious illness.

Read now and share with your network: https://shorturl.at/26ho7

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 25/6/2026

As we near the end of another week, the start of the school summer holidays is getting closer and closer. If your childr...
26/06/2026

As we near the end of another week, the start of the school summer holidays is getting closer and closer. If your children are anything like ours, there's a strong chance the words "can I have..." are about to become the soundtrack to your life!

When it comes to snacks, we've usually got that request sorted, but spending money, or pocket money can be a little trickier.

Here's a simple idea that helps to teach children more about money, without the need for an app or prepaid debit card.

Before the holidays start, give each child their summer budget in cash, and together, split it across labelled jars:

πŸ–οΈ Days out β€” for treats, gift shops, rides
🍦 Treats β€” ice creams, sweets, the small stuff
⭐ Saving β€” for something they actually want by the end of the holidays

The rule...when the jar is empty, it's empty. No bank of Mum & Dad to the rescue!

What happens next is the interesting part. They start making real decisions, like, is the gift shop fridge magnet worth it, and without realising it, they're engaging in real-life money lessons.

The jars don't need to be fancy, as old jam jars and a bit of masking tape work perfectly.

If you try this, let us know how it goes in the comments! πŸ‘‡

Supporting the next generation's understanding of food, farming and the countryside is something many of our farming cli...
23/06/2026

Supporting the next generation's understanding of food, farming and the countryside is something many of our farming clients are passionate about!

We're pleased to share this The Country Trust update on the continuation of VED1 funding through Capital Grants πŸ‘‡

We're delighted that VED1 payments will continue through Capital Grants funding.

Don't miss out - when it opens in July the application window is expected to be short, and funding is limited. Once the money is gone, it's gone!

To help farmers make the most of this opportunity, we've created A Farmer’s Guide to VED1 Educational Access Grants, available next week.

VED1 payments enable farmers to open their farms for hands-on school visits, directly supporting children in their confidence, curiosity and connection to the land that sustains us all.

Curious to learn more? Comment below...

For many people, the family home holds decades of memories, but as circumstances change, you may find yourself wondering...
19/06/2026

For many people, the family home holds decades of memories, but as circumstances change, you may find yourself wondering whether you still need all that space.

Downsizing can offer financial benefits, but it's about much more than money. Lifestyle, family, future plans and emotional ties all play a part in the decision.

Our latest article explores some of the key questions to consider before making the move : https://shorturl.at/2zODE

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

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