Wealth firm 'takes steps forward' with double boost

A financial firm says it has taken “a significant step forward” after matching an office deal with a senior appointment.

Sage Wealth Management has signed a new ten-year lease on its Hexham office.

And it has also welcomed experienced financial adviser Jason Smith to its team in the Northumberland town.

He joins having spent time at the firm’s Newcastle office.

Kaye Mullen, senior financial adviser, said: “These developments mark a significant step forward for our Hexham office.

“Signing a long-term lease demonstrates our confidence in the future of the town, and Jason is a fantastic addition to the team.

“We are looking forward to introducing him to clients and local partners.”

Jason added: “Hexham is an incredibly vibrant town, so I’m thrilled to be working alongside Kaye and the fantastic team.

“This move is a wonderful opportunity to deepen relationships with local clients and help them achieve their financial goals.”

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