Financial Planning Consultants in Carlisle, Cumbria and the UK

Why Stan Sherlock Associates?

We are a family run financial planning and mortgage practice based in Carlisle, Cumbria and working throughout the UK. Established in 1989 by Stan Sherlock, we advise a wide range of both individual and corporate clients.

We have more than 125 years of experience between our advisers and have helped clients in almost every situation. Our back-office administration support has over 60 years of combined service with Stan Sherlock Associates.

Emma & Bobby Sherlock

Emma & Bobby

Directors

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What We Offer

Mortgages Financial Planning Insurances Business Finance

We use our experience, expertise and consistency to drive the best outcomes for our clients, time after time.

Our aim is to work with you through your full financial lifecycle; be that from the purchase of your first house, to when you move home or are looking for the right deal when remortgaging. We help you protect your income, loved ones and assets should the worst happen. Then when the time comes, we will help you invest your money for the future, working with you to try to ensure that your income will be sustainable post retirement.

Our personal approach to your financial situation ensures that we are recommended time and again to friends and family.

500

Happy Clients

Financial Planning Experts

0 +

Years Combined Experience

Via Google Reviews

I needed advice regarding my pension and savings the advice and subsequent results I received from arran was fantastic and I would have no problems recommending Arran and Stan Sherlock associates to family and friends

Absolutely blown away by the service from Stan Sherlock. Recommended by a friend after a whole lot of drama with a different broker, Anne took over our remortgage and was amazing. She was super helpful from the get go and whether it was in-person, on the phone, or via email she was friendly and professional and made us feel completely at ease. After the stress of the last few months, we were so glad to finally feel like someone had our back. We cannot recommend Stan Sherlock enough.

My partner and I used Stan Sherlocks for our mortgage and insurance which was all professionally and expertly handled by Tom. He kept us updated every step of the way and was very helpful in sorting out the best deal for us to suit our needs. He went above and beyond to complete our mortgage and I can’t recommend his and Stan Sherlocks services enough.

Great advice and service for our mortgage as always, plus advice and various options for some insurance policies we wanted to take out. Nothing was too much trouble and all our needs were met. Would highly recommend.

Scott Thompson helped me find the best deal for my mortgage and insurance, keeping me updated the throughout the entire process and was always available to help with anything I needed. Would highly recommend Scott's and Stan Sherlocks services to anyone.

Testimonials

What our clients say about us

As a family business that cares deeply about how people invest their money, our personal touch and dedication to building long-lasting relationships have allowed us to advise clients spanning multiple generations.

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Whether finding a suitable mortgage, protecting those closest to you, investing your money for the future or deciding on the right way to drawdown your pension, we can help you make the most appropriate financial decisions.

Financial Planning Consultants in Carlisle, Cumbria and the UK

Why Stan Sherlock Associates?

Emma & Bobby

Find out how we can help you

Request a call back

What We Offer

Mortgages Financial Planning Insurances Business Finance

Via Google Reviews

Testimonials

What our clients say about us

Find out how we can help you

Book A Consultation

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