Financial protection that grows

with you

Speak with an advisor today

Safeguard what matters

Protect your team

Grow with confidence

Secure your future

Why choose Sage Financial?

At Sage, we believe financial protection is personal. With over 25 years of combined experience across the UK’s most trusted providers, we bring a depth of expertise and a warmth of service you’ll feel from the first conversation.

We’re a close-knit team of experts who listen first, explain clearly, and stay with you—every step of the way.

Speak with an advisor today
Young boy playing with a bubble gun outdoors, wearing sunglasses and a plaid shirt.

Tailored advice, whatever your journey.

Who we help

Individuals & Families
Life insurance, mortgage cover , critical illness cover, income protection — built around you.

Business Owners & Employers
Keyman insurance cover, shareholder protection, employee benefits, relevant life insurance and more.

✔ FCA-regulated advisors
✔ Independent, whole-of-market access
✔ Personalised service
✔ No pressure, no jargon

Our Services

Trusted by the UK’s Leading Providers

We work with a wide range of top-tier insurers across life, income protection, and private medical insurance — so you get advice that’s independent, tailored, and truly in your best interest.

Some of the providers we work with include: Vitality, Zurich, Royal London, Cirencester Friendly, Holloway Friendly, Guardian 1821, British Friendly, LV=, AXA Health, Bupa, and more.

A graphic displaying logos of AXA and Zurich insurance companies, with additional text referencing 'AXA,' 'Zurich,' 'Bupa,' and 'LIVE' along with an icon of a heartbeat line.

Reviews

"Can highly recommend James. He made the process of sorting my life insurance simple and stress free, explained everything clearly, and helped me find the right protection policies for my needs. A very happy customer."

Lauren England
Read more

"James was fantastic. A really simple process from beginning to end, he answered my questions clearly without any insurance jargon, and was friendly throughout. I ended up with a much better insurance package at a far lower rate than I found online. Highly recommend."

Heather Moore

"My partner and I worked with Nick on our income protection policies and he made everything easy to understand. Neither of us are very savvy with insurance, but Nick took the time to explain everything clearly and helped us save money each month."

Aimee Johns

Book a free consultation

Not sure where to start? We’re here to help. Whether you’re protecting your business, your family, or your future, our advisors will guide you with clarity and care — no pressure, no jargon.