Jason Smith
Financial Planner at Sage Wealth Management @Sage Wealth Management Limited
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WORK HISTORY
Financial Planner at Sage Wealth Management @Sage Wealth Management Limited
Newcastle upon Tyne, GB
Client centered financial Planning. Helping private clients and businesses invest wisely, plan for the future and manage risk.The value of your investment can go down as well as up. You could get back less than you invested.
ABOUT JASON SMITH
Imagine a world where finance is more rewarding. A legacy for your family. It all starts with one-to-one, face-to-face advice.We are here to help you embrace your tomorrow and plan for your future. Supporting you in your saving goals be it for your children’s education or your parents’ care. Then, planning for consistent, medium to long-term returns.We can make your wealth the asset it was always meant to be. Let’s begin today.You can talk to us about the below services- Investment Planning- Retirement Planning- Inheritance Tax Planning- Protection PlanningThe value of your investment can go down as well as up. You could get back less than you invested. The Partner Practice is an Appointed Representative of and represents only St. James\'sPlace Wealth Management plc (which is authorised and regulated by the FinancialConduct Authority) for the purpose of advising solely on the group\'s wealth managementproducts and services, more details of which are set out on the group\'s The \'St. James\'s Place Partnership\' and the titles \'Partner\' and\'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.SJP approved 07/10/2025
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