en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
Europe
      
United Kingdom
      
England
      
East Sussex
      
Hove
      
Advisors & Consultants
      
Sage Roxborough Limited
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Sage Roxborough Limited
 
 
Overview: 

Sage Roxborough are a long established firm of chartered financial planners and independent financial advisers specialising in wealth management.  We are based in Brighton and Hove but also have a strong presence in Reading, Croydon, London and the South East. We provide independent financial advice to both individuals and companies on investment, retirement  planning, Inheritance Tax planning, mortgages, life and health insurance.  We put great stead in establishing a long term relationship with our clients as this allows us to fully understand and address their needs, wants and aspirations.   

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning or Inheritance Tax planning  we have many years of experience in finding the most suitable solution for our clients' needs.

We have learned that a holistic approach to financial planning is essential for wealthy clients as they frequently have a number of different needs.  For instance, a client may wish to maximise income from investments, but if they do so whilst ignoring the Inheritance Tax implications, the family's wealth may suffer.

Good advice starts with good understanding.  The process commences with a financial review which can take place at a mutually convenient time and place.  By the end of the review we should have a good grasp of your circumstances and have agreed on areas to address.  The initial review is provided without cost or obligation.

Following your initial review, we will take time to consider your situation, needs and priorities before preparing a detailed financial report. We will usually discuss this face to face in a follow up meeting in which we will fully explain our recommendations and agree the best way forward.

Many clients will require ongoing advice and our services can be structured to provide regular reviews and ongoing advice.

We all need to be paid for our work, but our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. We always disclose our fees and earnings in an open and transparent manner.  You will not incur any fees until you have been given confirmation of the charges and have instructed us to proceed.

Ion Tsakalis APFS is the principal of the firm and has provided independent financial advice since 1991.  Ion holds the Advanced Diploma in financial planning and holds advanced qualifications in pensions simplification, specialist pensions, pensions investment, advanced pensions, Inheritance Tax, long term care, equity release and mortgages. Ion is a chartered financial planner and is readily available to assist you in your financial planning.

Ion is assisted by Tim Waters Dip PFS who holds the Diploma in Financial Planning and has many years of experience iin the financial services industry.

We are an appointed representative of Sage Financial Services one of the largest networks of independent financial advisers in the country.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©