Latest News

What do you do at Stan Sherlock Associates? I am a mortgage and protection adviser helping clients by tailoring a bespoke solution unique to them in the home buying process. What do you enjoy the most about being a Mortgage and Protection Adviser? Sitting down and listening to clients' needs and desires and helping them to achieve their goals. Ever...

A few months ago we decided it was time to bring HR into the business. As we grow, and are therefore inevitably exposed to  a wider variety of people with different backgrounds, expectations and development needs, it made sense to bring an HR manager on board to provide further support for the team. Step forward Rachel...

 I reached the age of 62 with no major health issues at all.  The only times I had spent in hospital were for the birth of my 2 daughters. I suppose like many people I took my good health for granted and adopted the 'it will never happen to me' attitude.  I have worked in the financial services industry for almost 25 years and know t...

What do you do at Stan Sherlock Associates? I am a Mortgage & Protection Adviser working closely with our new business partnership, Hackney and Leigh, across offices in the South Lakeland area. I am responsible for looking after clients who are looking to buy a house through Hackney and Leigh, helping them find the right mortgage and finance op...

What do you do at Stan Sherlock Associates? I am a Yorkshire Building Society Customer Consultant and member of the Business Support Team. I help support the business in lots of different ways, I help greet our clients, answer the phones, help with paperwork, filing and general administration on the ground floor. I also support our Yorkshire Buildi...

We are raising the bar for financial advice in Carlisle and the surrounding areas. Considering the nature of the current economic climate, Stan Sherlock Associates, is inviting financial advisers from across the city to take part in a technical learning event, in conjunction with The Prudential. The event is for advisers from across the city to fur...

2 x mortgage advisers (based in Kendal and Carnforth) Stan Sherlock Associates is a family run business, based in Carlisle, with an excellent reputation. We are one of the top mortgage employers 2022 as named by Mortgage Introducer – something we are proud to shout about. We've been in business for almost 35 years and believe whole heartedly in hav...

What do you do at Stan Sherlock Associates? I am a satellite financial planner based in the Ribble Valley covering areas such as Blackburn, Bolton, Preston, and Manchester. I provide holistic financial planning across all areas including mortgages, financial protection, pensions, investments. Why did you become a mortgage and financial adviser? I h...

We wanted to bring bespoke financial advice combined with our excellent client care to more people in more places! So... we did!  We can now help people in North Lancashire and South Cumbria. We've taken on a new adviser in the Ribble Valley area.  Laura Shufflebotham joins SSA as an holistic adviser offering clients advice on pensio...

Arran Pamphilon

We're growing our team of advisers, despite the economic downturn, to give you more access to great advice. Stan Sherlock Associates has taken on Arran Pamphilon to widen our team of financial advisers enabling us to help even more clients. Arran has spent years developing his business acumen with companies such as Lidl, Dy...

What do you do at Stan Sherlock Associates? I provide honest and jargon-free financial advice & ongoing support to all my clients on all things pensions, investments, mortgages & protection. I am usually found doing just that with my clients in face-to-face meetings but if not, it's likely I will be on the laptop researching, planning &...

We are thrilled, delighted and over the moon, to be honest, there are too many ways to express our excitement right now!  The reason for our excitement? We've been named as one of the UK's top mortgage employers for 2022 by Mortgage Introducer. The Top Mortgage Employers 2022 Award is a coveted prize for any organisation in our industry, ...

Full Description of Position This role is a customer-facing role. You would be one of the first people our clients hear or see. You will be expected to build a good rapport with a client and know how to make them feel looked after. With development, training and support you will be expected to: Understand our filing and saving systemUse our scanner...

As we're sure you're aware, there's currently a cost-of-living crisis taking place across Carlisle, Cumbria, and in fact, the entire United Kingdom.As a result, people from Carlisle to Dover are trying to make the most of the money they have now, rather than thinking about savings, investments, and pensions of the future.And while this is understan...

Name: Lucy Barker What do you do at Stan Sherlock Associates? I am the Business support team apprentice. What do you enjoy most about being a member of the business support team? I enjoy being able to work with an amazing group of people who are helping me learn the ins and outs of the company and mortgages as I have no prior experience. What has s...

Name: Megan Cook What do you do at Stan Sherlock Associates? I'm PA to the Director, so I work closely with Bobby and his clients, ensuring he is where he needs to be, when he needs to be there, and all his client documentation is processed correctly and efficiently. This means helping Bobby process his mortgage and wealth cases, liaising with lend...

Are you considering a lifetime mortgage but you're not sure of the details? Our Expert Advisers Robert Sherlock and Anne Preston answer your top questions on equity release and lifetime mortgages: The lifetime mortgage market is experiencing rapid growth as more people look to boost their retirement income and improve their standard ...

Name: Matt Duncan What do you do at Stan Sherlock Associates? I am the supervisor for the Yorkshire Building Society Agency operating on the ground floor at the SSA. I also manage and run the front desk of SSA so if you're calling or popping into our office my face will be one of the first you see. What do you enjoy most about being a member of the...

Name: Roxy Sherlock aka The Floof, aka Roxstar, aka Roxalina, aka Mush What do you do at Stan Sherlock Associates? I am the Chief Happiness Officer which means I spread joy, positivity and light daily as I sashay around our office. My role within the business is not to be taken lightly, it's hard being such an integral part of the business, but I g...

You've seen your dream home, you're buying it off plan and you get to choose all your own finishes. But first you need to finance it! For most people that means getting a mortgage. We're here to make that process stress free and ensure you get the finances you need to the right people at the right time. We're here to look after ...