Sharon Macer

CertCII (FS)

Financial Planning Administrator


Sharon supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers. Sharon also leads the implementation, maintenance and administrative use of our internal CRM system and is currently working towards her Diploma in Financial Planning.


  • Member of the Chartered Insurance Institute (CII)

What do you enjoy about your role?

Every day is a different and interesting challenge. As an administrator I work in a fast and reactive environment. This keeps life interesting and the adrenaline flowing!

What are you passionate about?

I’m passionate about fairness, particularly monetary wise in relationships. I also love to see the connection between a client and their money flourish, especially if it is a new, life changing experience for them. I’m conscientious about getting things right, first time.

What do you like most about working for Fiscal Engineers?

The variety of tasks that get thrown your way. In my time with Fiscal Engineers, we have grown from a small company to where we are now. This has meant that over the years various ad hoc roles have been added to my general administration ones. This ensures life is never dull and there is always a new challenge to tackle.

What are your interests?

Spending time with family and friends. Oh, and I do the occasional marathon … on Netflix! Seriously, I may not be a runner, but I do enjoy a challenging walk or two, especially if it’s for charity.

Little books – The art of wealth

What principles ensure that having money remains a blessing and not a curse?

Download here