Sacre Associates

Independent Financial Adviser  Milstrete House, Chelmsford, Essex, CM1 1NT
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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Critical illness
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Life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Steve Ireson
Martin Jones
Partner
Dominic Cook
Mark Bond
Richard Wood
Steve May
Partner
Steve Rainer
Partner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Barry Fleet
Robert Sacre

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Ian Ford Robertson
Jackie Fullarton
Partner - Head of Mortgage Team

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

About us

Established in 1986, the company has grown steadily and now has 10 Financial Advisers offering a broad spread of experience in the field of financial planning. In addition we have 5 mortgage consultants. We also have a large administration team to assist both the advisers and our clients.

We cover most aspects of Financial Services, for both private and corporate clients, with ongoing service being one of the key elements of our success.

On the mortgage front, we arrange loans for purchase and remortgage with good New Build & Help to Buy expertise.

Where to find us
Head office address: Milstrete House, 29 New Street, Chelmsford, Essex, CM1 1NT
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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