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 130 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.
We use this 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.