Change & Continuity @ Sacre Associates

We've been around for a few years now and have recently made some changes within the company aimed at making sure we're going to be here for years to come.

From 1st July 2006 Sacre Associates became a Limited Liability Partnership (LLP).

The Partners - Robert Sacre, Martin Jones, Jackie Fullarton, Steve Rainer and Steve May - are looking forward to taking the company forward and are committed to providing their clients with a quality professional service. And they have all been with the company for several years already - so they understand what Sacre Associates clients expect.

Between them there are years of expertise - and of course they are backed by an experienced team of advisers.

So Sacre Associates becomes Sacre Associates LLP - a change for the better, but a change with a strong thread of continuity......

Tidy Up Your PEPS and ISAs

Do you have various PEPs and Stocks and Shares ISAs? Different companies? Different funds? Minis? Maxis? In fact there's no such thing as PEPs or Mini or Maxi ISAs - they are all just ISAs now!

Confused by the complexity of it all? No idea how they are all performing? Flooded out with paper valuations?

A problem, yes, but there is a solution!!!

Why not think about bringing your existing Stocks & Shares ISAs together under one roof? We use Fund Supermarkets now - this enables us to access a wide range of investment houses together in one plan. In many cases, we can pool your existing plans together, keeping your investment intact and often without making a charge. The benefit to you is simplicity - all your ISAs in one plan - one valuation statement every six months instead of bits of paper from all over the place - and we can provide an instant online valuation for you. So we can provide you with an even better service!

Why not speak to your adviser to see if this is right for you?

Chris High retires

When we merged with JBW Associates Ltd we gained the expertise of Chris High and he was also available to help the transition for JBW clients. He came to us in October 2007 but has now retired.

We will miss his expertise and enthusiasm. We will also miss his football analysis, daily "rants" and his positive approach to life.

Chris thanks for the time you spent with us and we wish you a long and happy retirement!!