Diploma Success

Congratulations to Barry Fleet who recently completed and passed the final examinations and requirements for the Dip PFS, Diploma qualification.

 Investment Analysis

Sacre Associates now subscribes to the O&M Investment Profiler system. This tool allows us to produce in-depth analysis of individual investments, bespoke  portfolios and model portfolios. The data, together with the experience of our advisory team and the work of the Sacre Associates Investment Committee, will further help us to manage and monitor our clients portfolios and meet their financial and investment goals