Meet The Team

Partners

Martin joined Sacre Associates in 1988 following a successful career with Barclays Bank's advisory arm. He became a Partner in 1992. He divides his time between Corporate and Private Clients as well as overseeing IT and Systems for the firm. He is a Fellow of the Chartered Insurance Institute.

Steve is a Chartered Financial Planner and joined Sacre Associates in 1997, following a management career in the building society and retail sectors. He became a Partner in 2003 and specialises in financial planning and investment management. 

Steve has been an Independent Financial Adviser since 1990 and joined Sacre Associates in 2000. He became a Partner in 2003 and has developed a successful Corporate and Private Client base over the years. Steve is the Chair of the Sacre Associates Investment Committee.
Financial Planning Consultants

Mark joined us in May 2016. He looks after private investment clients but also has a good pedigree in dealing with corporate clients including guiding them through the Workplace Pensions maze!

Dominic is a Chartered & Certified Financial Planner, who brings to us considerable experience of working with professionals in the City of London and expertise in investment and retirement planning. Dominic also works with the trustees of a number of high profile charities.

Ian has been an Independent Financial Adviser since 1989 and joined Sacre Associates in 2003. He has pioneered the use of modern portfolio methods and was an early champion of an unbiased fee based approach with clients. 

Mikeala joined Sacre Associates in March 2017 as a member of the administration team. She moved on to become a fully fledged Financial Adviser in May 2021. 

Josh joined us in 2021. He is an experienced adviser both in the UK and in Australia, where he started his career. Josh is a Chartered Wealth Manager. He takes a holistic approach to financial planning and has a particular interest in promoting financial education.

Steve worked continuously as a Consultant in the Life and Pensions industry since 1976. He started out with Yorkshire General and stayed with them through the various mergers they experienced, finally leaving AVIVA in 2010 and joining Sacre Associates as an Independent Financial Adviser. Steve has a wealth of experience in all aspects of Financial Planning.

Clive joined Sacre Associates in April 2017 after several years in Partnership with a prestigious IFA firm in the City. He specialises in managing pension and investment funds for individual clients, and looks after the Corporate needs of a number of firms.

Michael joined us in May 2021 and has had a career in a number of branches of Financial Services including banking and estate agency as well as Financial Planning.  He specialises in Retirement Planning and Investments.

Robert founded Sacre Associates in 1986 and although has now stepped down as a Partner he continues to act as an financial adviser. As well as developing numerous, long standing Corporate and Private Client relationships over this period, he has overseen and guided the steady and organic growth of the firm. Robert has instilled the values of integrity and client care from the beginning and continues to champion these causes.

Richard joined us in May 2016 and we are delighted to welcome an adviser of his calibre and experience to the team. He handles a wide range of financial advice services with qualifications including Long Term Care Planning

Specialist Mortgage Consultants
Jacqueline Fullarton
Jacqueline Fullarton

Mortgage Operations & Compliance Manager

Jackie has been an Independent Financial Adviser since 1985. She was a Partner in the firm from 2002 to 2021. Jackie continues to lead the Mortgage and Protection Team, and is active in developing connections with leading players in the mortgage and new-build housing market. She is a qualified adviser for Equity Release.

Jacquie joined Sacre Associates in May 2002 as a member of the administration team. She moved on to become a fully fledged Mortgage Adviser in January 2005. Since then she has built up a loyal client base and is particularly active in the new-build market.

Paul joined us as a Mortgage specialist in July 2014 after many years with Barclays and Woolwich as a mortgage adviser.
 
 
Administration & Support Team

Office Manager

Client Services Manager

Client Communications Manager

Assistant Paraplanner

Accounts Administrator

Caroline Whymark
Caroline Whymark

Senior Financial Planning Assistant

Senior Financial Planning Assistant

Financial Planning Assistant

Financial Planning Assistant

Financial Planning Assistant

Financial Planning Assistant

Financial Planning Assistant

Beverley Robinson
Beverley Robinson

Reception/Financial Planning Assistant

Catherine Ingram
Catherine Ingram

Corporate Scheme Co-ordinator

Corporate Scheme Co-ordinator

Mortgage & Protection Administrator

Mortgage & Protection Administrator

Accounts Administrator

Any Questions?
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