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Our Story

sage-birch was founded with a clear mission: to help ordinary people navigate the increasingly complex landscape of UK benefits and pensions. What began as a small advisory practice in central Leeds has grown into a trusted resource for individuals and families across West Yorkshire.

Our founders recognised that many people were missing out on support they were entitled to, simply because the application processes seemed too daunting. We set out to change that by offering straightforward, jargon-free guidance backed by genuine expertise in welfare rights law.

Today, we continue to operate with the same principles that guided us from the start: transparency, accessibility, and a genuine commitment to improving the lives of our clients.

Professional office environment with team collaboration

Our Core Values

The principles that guide every interaction with our clients

Integrity

We provide honest assessments and never promise outcomes we cannot deliver. Our reputation is built on trust.

Accessibility

Benefits support should be available to everyone. We offer flexible appointment options and clear communication.

Compassion

We understand that seeking benefits support can be stressful. Our team approaches every case with empathy and respect.

Our Approach

Every client who walks through our doors receives personalised attention. We begin by listening to your circumstances, understanding your needs, and then crafting a strategy tailored to your specific situation.

Our advisers stay current with the latest changes to UK benefits legislation, ensuring you receive accurate and up-to-date guidance. We maintain strong relationships with local councils and support organisations, allowing us to connect you with additional resources when needed.

Initial Assessment

We evaluate your situation and identify all benefits you may be eligible for.

Documentation Support

We help prepare and review all necessary paperwork to strengthen your application.

Ongoing Guidance

We remain available throughout the process and assist with any follow-up requirements.

Professional adviser reviewing documents with client

Our Team

Experienced professionals dedicated to helping you succeed

Senior benefits adviser portrait

Robert Ashworth

Senior Benefits Adviser
Pension specialist portrait

Helen Cartwright

Pension Specialist
Appeals coordinator portrait

David Greenwood

Appeals Coordinator

Start Your Journey Today

Let us help you understand your options and secure the support you deserve.