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BURWOOD SAGE ASSET MANAGEMENT LIMITED

Company
BURWOOD SAGE ASSET MANAGEMENT LIMITED (09040312)

BURWOOD SAGE ASSET MANAGEMENT

Phone: 01689 839 417
A⁺ rating

ABOUT BURWOOD SAGE ASSET MANAGEMENT LIMITED

We pride ourselves on our difference. We bring to the partnership a professional skilled and qualified approach to solving the financial issues, changes and opportunities we all face at some point in our lives. It could be searching for the right mortgage, protecting the family, providing for retirement, managing your investments, or even growing your business, we are on hand to "read the small print for you" offering unbiased professional Independent Financial Advice.

Burwood Sage continues to grow by a constant stream of recommendations. We receive referrals from satisfied clients and professional intermediaries, such as Solicitors, Accountants, and Estate Agents. The labourer is worthy of his hire and as such, we make no secret about the fact that we charge for our services. We offer a complete range of options to our clients and we would invite you to please refer to our "How we are paid" page.

All mortgage and protection is dealt with by our associated company, Burwood Sage + Brookridge LLP. Burwood Sage + Brookridge LLP is a trading name of BS&B LLP. BS&B LLP is an appointed representative of Burwood Sage + Brookridge Limited which is authorised and regulated by the Financial Conduct Authority under registration number 231631.

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.

– referred to as the State Second Pension (S2P) but before 6 April 2002, it was known as the State Earnings Related Pension Scheme (SERPS). From 6 April 2002, S2P was reformed to provide a more generous additional State Pension for low and moderate earners, carers and people with a long term illness or disability and is based upon earnings on which standard rate Class 1 National Insurance contributions are paid or treated as having been paid. Additional State Pension is not available in respect of self employed income. From April 2016 both the basic rate pension and additional state pension will be combined to offer a simple single tier flat rate pension. **

– these are also Money Purchase schemes and are open to everyone and especially useful if you are self-employed, your employer doesn’t yet run a company scheme or just for topping up existing arrangements. From October 2012, the Government introduced reforms and all employers have to offer their employees, who meet certain criteria, automatic enrolment into a workplace pension. Employers can use the Government backed scheme, National Employment Savings Trust (NEST), or offer an alternative ‘Qualifying’ work place pension scheme such as a Group Personal Pension, providing it ‘ticks’ certain boxes. The process is being phased in between 2012 and 2018 depending on the head count of a firm. Employers are required to contribute a minimum of 3% of salary with Employees making a personal contribution of 4% with tax relief of 1% added on top, which again, is being phased in gradually.

are now a vast array of different products that may be used at retirement to provide benefits from the traditional form of annuity that provides a regular income stream to Flexi-access Drawdown which enables lump sums of benefits to be taken either as a one off payment or over a given number of years. Given the complexity and choice all individuals now have, it is important to seek independent financial advice before making any decisions.

Question: Who or What is Burwood Sage Asset Management Ltd

Answer: Burwood Sage Asset Management  is a professional Independent Financial Advisory firm, directly authorised and regulated by the Financial Conduct Authority (

(Please note: The FCA website is an external site and our firm is not responsible for the content.)

Ah, but, it is widely recognised that Independent Financial Advice, coupled with Chartered Financial Planning, is the gold standard that all others are measured against. Further, we’re not part of a bank, building society or insurance company, or even a Network: We are able to provide you with best possible independent advisory service available.

Okay, that’s fair, but we invite you to take a closer look at us. This website exists for one reason only – to give you an insight into who we are, our shared values, what we can offer you and ultimately to give you the confidence to rely on Burwood Sage Asset Protection for your......

"By submitting this form you agree that our firm may use or hold your personal data for the purpose of marketing to you financial products and services. We may contact you by telephone, email, fax or letter for this purpose. If you prefer not to receive these communications from us in the future you can advise us at any time by notifying us using the 'Contact Us' section of this website.

Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law.

KEY FINANCES

Year
2016
Assets
£2.6k ▼ £-14.43k (-84.75 %)
Cash
£0k ▼ £-2.66k (-100.00 %)
Liabilities
£2.5k ▼ £-14.41k (-85.21 %)
Net Worth
£0.1k ▼ £-0.02k (-17.39 %)

REGISTRATION INFO

Company name
BURWOOD SAGE ASSET MANAGEMENT LIMITED
Company number
09040312
Status
Active
Categroy
Private Limited Company
Date of Incorporation
14 May 2014
Age - 10 years
Home Country
United Kingdom

CONTACTS

Website
burwoodsage.co.uk
Phones
01689 839 417
Registered Address
OFFICE 2, TWEED HOUSE,
PARK LANE,
SWANLEY,
KENT,
ENGLAND,
BR8 8DT

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

LAST EVENTS

21 Jun 2016
Annual return made up to 14 May 2016 with full list of shareholders Statement of capital on 2016-06-21 GBP 2
12 Feb 2016
Total exemption small company accounts made up to 30 September 2015
12 Feb 2016
Previous accounting period extended from 31 May 2015 to 30 September 2015

See Also


Last update 2018

BURWOOD SAGE ASSET MANAGEMENT LIMITED DIRECTORS

Daniel Christ

  Acting
Appointed
14 May 2014
Occupation
Director
Role
Director
Age
69
Nationality
British
Address
Office 2, Tweed House, Park Lane, Swanley, Kent, England, BR8 8DT
Country Of Residence
United Kingdom
Name
CHRIST, Daniel

REVIEWS


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Excellent according to the company’s financial health.