Sage Financial Management Ltd

Sage Financial Management Ltd - Preston Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Sage Financial Management Ltd

At Sage Financial Management Ltd, we pride ourselves on being your knowledgeable guide through the often complex mortgage landscape. Located in the heart of Preston, our focus is on delivering straightforward, insightful advice tailored to your unique financial situation. We understand that each client’s needs are distinct; whether you’re a first-time buyer, looking to remortgage, or seeking to invest in property, we’re here to navigate the intricacies of the mortgage market with you. Our process begins with an in-depth consultation, where I take the time to understand your financial goals and circumstances. This thorough approach allows me to identify the most suitable mortgage options available. I utilise my extensive knowledge of various lenders and their criteria to streamline the application process, helping you to make informed decisions that align with your objectives. Specialising in a broad range of mortgage products, including buy-to-let, help-to-buy schemes, and self-build mortgages, I ensure that I remain updated on the latest market trends and regulatory changes. This enables me to provide insights that can significantly impact your mortgage journey. Additionally, I have a keen understanding of the challenges faced by those with less traditional financial backgrounds, including the self-employed and those with complex income structures. Communication is key throughout the mortgage process. I make it a priority to keep you informed at every step, ensuring that you understand what to expect and when. Whether it's explaining the nuances of different mortgage products or walking you through the documentation needed, I aim to demystify the process and make it as seamless as possible. At Sage Financial Management Ltd, I am committed to empowering you with the knowledge and tools necessary to navigate your mortgage options confidently.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(1 reviews)

Miss Patel (Young professional)

1 Dec 2014

I have used Sage Financial Management for all my financial needs over the last 5 years. Their service is excellent - rapid response, fully transparent in their recommendations and very knowledgeable. I have been extremely pleased with how my pension and investments have performed following their recommendations. I would definitely recommend them.