Sage Financial Solutions LTD Reviews 

7
•
TrustScore 4.5 out of 5

4.3

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

Company details

  1. Mortgage Broker
  2. also in
  3. Insurance Broker

Written by the company

At Sage Financial, we’re more than just an insurance and mortgage broker, we’re your trusted financial partner, helping individuals, families, and businesses make informed decisions about their insurance and mortgage needs. Based in Bournemouth, we provide independent, expert advice to ensure you get the right cover at the right price, tailored to your unique circumstances. Our mission is simple: to offer honest, professional advice and deliver peace of mind through carefully chosen insurance solutions that truly protect what matters most.


Contact info

4.3

Excellent

TrustScore 4.5 out of 5

7 reviews

5-star
4-star
3-star
2-star
1-star

No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

4.3

All reviews

(7)

7 reviews in the last 12 months

Write a review

We perform checks on reviews

Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

I had a really positive experience with…

I had a really positive experience with Sage Financial Solutions Ltd. From the beginning, I felt listened to and heard, and they took the time to understand my needs without making me feel rushed or pressured.

They helped me arrange my life insurance plan and also took care of putting the policy into trust for me, making the whole process straightforward and reassuring.

I really appreciated the time, care and professionalism they showed throughout. I would definitely recommend Sage Financial Solutions Ltd to anyone looking for friendly, knowledgeable and helpful financial advice.

October 1, 2026
Unprompted review
Rated 5 out of 5 stars

Delighted Customer

After reaching out to Sage Financial Solutions directly, I was overwhelmingly impressed with the exceptional service I had from the start of the process until the very end. Garry was patient, knowledgeable and gave me the assurance that he genuinely cared about what me and my family needed. I was completely new to protection cover and the time spent with Garry has given me the peace of mind I was hoping for. I could not recommend Sage enough. Thank you!

October 2, 2026
Unprompted review
Rated 5 out of 5 stars

I have to say that Nick at Sage couldn’t have been more professional, supportive & patient.

I have to say that Nick at Sage Financial was fantastic, he genuinely wants to help people.
I had no previous experience of taking out Critical Illness or Payment Protection & it was all very new to me. Nick showed immense patience with me & initially simplified everything for me at my request. At no point did I feel stupid with any of my questions & there were a lot!
Nick was very professional during every call & he did what he said he’d do when he said he’d do it.
He gave me the time I needed & his support was invaluable as I embarked into a new daunting territory for me.
Nick is a gentleman, very courteous, respectful, professional & he got my Northern Irish sense of humour!
I have absolute confidence in doing business with Nick & feel very fortunate to have met him. I cannot recommend his service enough. Thank you Nick.

September 17, 2026
Unprompted review
Rated 5 out of 5 stars

Nick at Sage Financial

I had a great experience working with Nick, he helped me arrange my life insurance and income cover. He was extremely patient throughout the process and took the time to answer all of my questions clearly and respectfully.
Nick listened carefully to what I needed and helped me find the best quote that suited my circumstances and budget. He explained everything clearly and made sure I understood the options without making me feel pressured.
I really appreciate the time, patience and professionalism he showed throughout the process. I would definitely recommend Nick to anyone looking for life insurance or income cover.

October 5, 2026
Unprompted review
Rated 5 out of 5 stars

Micheal at Sage Financial

Me and my partner reached out to sage financial for some help on our mortgage with buying our first home. Micheal was brilliant from start to finish helping us find our mortgage. Not only that, Micheal also helped us with any questions or queries we had about the purchasing process and made sure we were not paying any fees we could avoid and was genuinely extremely helpful and guided us through the whole process. We had frequent phone calls with Micheal where we discussed everything and he also kept us up to date via email.
We are extremely grateful for Micheal and he has made buying our first home a lot less stressful. Can’t recommend enough.

September 1, 2026
Unprompted review
Rated 5 out of 5 stars

I have been overwhelmed by the kindness…

I have been overwhelmed by the kindness of Nick who took on my ask for Life Cover. He made it feel like an easy journey and I didnt find any issues with the process. Nick could hear I was cautious and helped me by answering all my questions. I am so glad he chose to help me. Thank you Nick

October 2, 2026
Unprompted review
Rated 5 out of 5 stars

Great Communication and Advice

Great communication and Advice

I couldn't recommend Sage Financial highly enough.
They made the whole process of arranging my life insurance and critical illness insurance so much easier, Nick took the time to explain everything clearly, making sure I understood exactly what I was covered for. They were friendly, professional and approachable throughout the whole process.

August 17, 2026
Unprompted review

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look