Understanding Market Cycles
Learn how to navigate different market conditions with a balanced perspective.
Mindful Financial Growth Through Expert Guidance
Navigate your financial journey with clarity and purpose. We provide thoughtful insights for sustainable wealth management.
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Personal Budget Planning
Create a sustainable financial plan that aligns with your values and goals.
Investment Strategy
Develop balanced investment approaches focused on long-term growth.
Financial Education
Learn practical money management skills through our expert resources.
About Us
At Sage Finance Compass, we believe in a mindful approach to money management. Our experienced advisors help you navigate financial decisions with clarity and confidence.
- FCA Regulated
- 15+ Years Experience
- Certified Financial Planners
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Sustainable Investing
Discover how to align your investments with environmental and social values.
Frequently Asked Questions
How do I start building an emergency fund?
Start by setting aside a small amount each month. Aim to save 3-6 months of living expenses in an easily accessible account.
What's the difference between active and passive investing?
Active investing involves frequent trading to beat market returns, while passive investing follows market indices for long-term growth.
How often should I review my financial plan?
Review your financial plan annually or when major life changes occur to ensure it aligns with your current goals.
Financial Resources
Educational Guides
Comprehensive guides on personal finance, investing, and wealth management.
Financial Templates
Download our curated collection of financial planning templates and worksheets.
Success Stories
Sarah's Journey
"Through mindful planning and expert guidance, I achieved my goal of early retirement while maintaining my desired lifestyle."
Michael's Growth
"The structured approach to wealth building helped me transition from living paycheck-to-paycheck to building lasting wealth."
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Contact Information
Address:
42 Market Street
Edinburgh, EH1 1DE
United Kingdom
Phone:
+44 131 225 5629
Business Hours:
Monday - Friday: 9:00 AM - 5:00 PM