Jason Smith - BMUK Newcastle Group Member
Jason Smith
BMUK Newcastle Group Member
Business Name: Sage Wealth Management
Industry: Financial Services
Introduction Video: (Coming Soon)
About:
I'm a Wealth Planner and part of the St James's Place wealth management network. I help people make good decisions around money. To become more intentional about the future they're striving to create.
This can involve understanding the power of pension contributions, taking advantage of tax allowances available and protecting what they have already accumulated through tailor made protection policies.
I particularly enjoy working with business owners who have created something special through their passion for what they do but who now find themselves with an increasing turnover, tax liabilities as a result and may lack a plan for how they might eventually transfer the value in the business through to their own lives, fulfilling their key objectives of financial independence and life beyond work. It all starts with a conversation.
Jason Smith - is looking to work with the following industries:
Business Owners
Automotive
Manufacturing
Client Testimonials:
(Coming Soon)