Financial AdviserProfile

Sage Wealth Management Limited

Public-record profile
2 Dunns, Bowes Offices, Lambton Park, Chester Le Street, DH3 4AN
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Sage Wealth Management Limited is listed as a FCA appointed representative in the DH3 4AN area. Registered at Companies House in 2010. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2010
Type
FCA appointed representative
Company No.
07433037
SIC
66300
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

SAGE WEALTH MANAGEMENT LIMITED is active and was incorporated on 8 November 2010.

Nature of business: 66300 - Fund management activities

Registered office: 2, Dunns Bowes Offices, Lambton Park, Chester Le Street, Tyne And Wear, DH3 4AN, England

Authorisations

FCAactive
Reference: 485343
Type: FCA appointed representative
Company no.: 07433037
Verified: —
View public register

Company Snapshot

Industry
66300
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 January 2025
Accounts next due
31 October 2026
Accounts type
Total Exemption Full
Employees
22
Equity
£10
Cash
£229,193
Fixed assets
£698,866
Current assets
£429,726
Net current assets/liabilities
£56,630
Charges
2
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

SAGE, Michael John
Appointed 8 November 2010
DOB: 4/1982

Persons with significant control

Mrs Lisa Sage
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 11/1986
Mr Michael John Sage
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 4/1982

Recent Filings

17 December 2025
AD01
change registered office address company with date old address new address
17 December 2025
PSC04
change to a person with significant control
17 December 2025
CH01
change person director company with change date
17 November 2025
CS01
confirmation statement with no updates
3 June 2025
AA
accounts with accounts type total exemption full
12 December 2024
CS01
confirmation statement with no updates

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Location

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You'll find Sage Wealth Management Limited at the location shown on the map in Chester Le Street.

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.