Latest News

We're Going National with the Help of our New Marketing Coordinator!

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We are expanding our team and brand exposure with the arrival of our new Marketing Coordinator. Ebony Ritchie joins SSA from the Cumbria Local Enterprise Partnership with a history of working in government relations. Our Director Emma Sherlock says: "Marketing is a real passion of mine. Demonstrating how we can help more people with ...

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Ever heard of a Junior Pension?

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 Do you want your children to have a secure financial future? Ever heard of a Junior Pension? Yes, it's true – your children or grandchildren can have their own pension! Here's how it works: Junior pensions permit a contribution of £3600 per year (you contribute £2880, and HMRC adds in £720). And here's the great part – family and friends can ...

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More Support for our Clients and Advisers

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We are continuing to grow at SSA, with more support for our expanding network of clients and adviser team. We've added another member to our business support team to enable advisers to process more mortgages for more clients whilst maintaining our high standard of service. Kayleigh Aitken joins the team with previous experi...

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Tax Year End Checklist (Part 2)

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 ISA Allowance: Everybody has an ISA allowance of £20 000 per year. An ISA is basically just a 'wrapper' that can hold an asset, normally cash or stocks and shares. As described above, you can earn a certain amount in savings interest each year before being liable to tax via the Personal Savings Allowance and Starting Rate Band. Therefore, dep...

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Tax Year End Checklist (Part 1)

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Personal Allowance:The first £12 570 of your earnings are tax-free. Make sure you fully utilise your Personal Allowance each year as it can't be carried forward Marriage Tax Allowance:If you're married or in a civil partnership and one of you earns less than the £12 570 Personal Allowance, up to £1260 of Personal Allowance can be transferred to you...

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Welcome to Chris Callow

Chris Callow - Mortgage and Protection at Stan Sherlock Associates

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...

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More focus on training, development and culture. SSA takes HR in house!

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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...

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Multiple Myeloma... Sandra's Story

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 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...

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Introducing Scott Thompson

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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...

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Introducing Daisy Graham

Introducing Daisy Graham

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...

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Better Financial Advice for North Cumbria

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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...

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Satellite Mortgage & Protection Adviser

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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...

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Welcome to Laura Shufflebotham

Laura Shufflebotham

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...

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We're expanding into South Cumbria and North Lancashire!

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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...

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Further growth for SSA!

Arra_20221128-110208_1 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...

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Welcome to Arran Pamphilon

Arran Pamphilon

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 &...

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SSA - Top Mortgage Employers 2022 Award

UK's Top Mortgage Employers 2022

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, ...

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Apprentice Customer Consultant

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...

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Pension FAQs

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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...

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Meet Lucy Barker

Lucy Barker

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...

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Disclaimer

The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Contact Us

A: 26 Lowther Street, Carlisle, CA3 8DA
T: 01228 598821
E: info@stansherlock.com

Company Information

Registered Address: 26 Lowther Street, Carlisle, Cumbria CA3 8DA
Company Number: 05718865

STAN SHERLOCK ASSOCIATES LIMITED IS AN APPOINTED REPRESENTATIVE OF THE OPENWORK PARTNERSHIP, A TRADING STYLE OF OPENWORK LIMITED WHICH IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. SOME BUY TO LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

Approved by The Openwork Partnership on 01/11/2023