Latest News

We're expanding into South Cumbria and North Lancashire!


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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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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Pension FAQs


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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Meet Megan Cook

Megan Cook

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...

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Meet Megan Henry

Megan Henry

Name: Megan Henry What do you do at Stan Sherlock Associates? I'm the Office Manager and part of the Business Support Team, so a bit of an all-rounder really! I work closely with Emma and Bobby to help make sure our whole team is happy. I coordinate business resources and make sure our advisers and business support team have everything they need. W...

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Lifetime Mortgages and Equity Release


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 ...

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Meet Kristina McMillan


Name:  Kristina McMillan  What do you do at Stan Sherlock Associates?  I am part of the Business Support Team and I also work on the Yorkshire Building Society.  What do you enjoy most about being a member of the business support team?  I get to do a little bit of everything. I enjoy the fact that I can help the team o...

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Meet Matt Duncan

Meet Matt Duncan

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...

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Meet Karen Singleton

Meet Karen Singleton

Name: Karen Singleton What do you do at Stan Sherlock Associates? I am a Customer Consultant for the Yorkshire Building Society and a member of the Business support team. I assist customers with their accounts and enquiries and help the rest of the team where I can. What do you enjoy most about being a member of the business support team? I enjoy c...

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Roxy Sherlock aka The Floof, aka Roxstar, aka Roxalina, aka Mush


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...

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Buying a New-build? Let us help you!


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 ...

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Pensions for the self employed


When it comes to the self employed and pensions, there are three main things to consider.  1: The first one is if you don't do it, nobody else will. You don't have an employer that's going to set a pension up for you or make contributions into it. So the onus falls on you, as the individual, to think ahead and get a pension. It's you...

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Can your pension sustain your retirement?


Our Financial Adviser Robert Sherlock answers your top questions. With many people falling short of having enough saved for retirement, it's worth thinking about how long your pension can sustain your lifestyle. With recent news about rising inflation increasing the cost of living, along with people living longer, it's more important now than ever ...

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Use it or lose it! Our Financial Planner Robert Sherlock looks at how you can maximise your tax allowances and reliefs before the end of the tax year.


What are tax allowances and reliefs? Could you be missing out on hundreds of pounds, maybe even thousands? Money that could be in your bank account rather than the tax man's. There are many different types of tax allowances and reliefs available to people who live in the UK. It's not just the first £12570 of income that's tax free, as some people m...

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Meet Helen Bush


Name: Helen Bush What do you do at Stan Sherlock Associates?I'm a Mortgage and Protection Adviser. I have worked in the Financial Service industry for 33 years and been an adviser for the last 25 years.Why did you become a mortgage and protection adviser?Whilst working in my previous job, the role was created, and I just started to do it! I lo...

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Matt Duncan joins SSA as our Yorkshire Building Society Supervisor!


We have appointed a new supervisor to welcome and support our Yorkshire Building Society customers. Matt Duncan has joined our team as Yorkshire Building Society Supervisor and Client Care Adviser. We run the Yorkshire Building Society at our offices on Lowther Street and Matt will welcome clients arriving to meet their financia...

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Would you benefit from consolidating your pensions?


Not all Jobs are for life like they used to be! More and more of us are changing jobs on a more regular basis and this results in many of us have more than one pension. As we move home as well as jobs, it's very easy to lose track of them. Here I explore what you need to do if you're thinking about consolidating your pensions. Track down your old p...

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Behind every successful adviser is ….


For us the answer to this is... a fantastic business support team! Every adviser we've had work with us, since we were founded in 1989, has been a success. This is no coincidence. Yes we'd like to take credit for talent spotting but really it's the graft that goes on behind the scenes that ensures our advisers and therefore our clients are suc...

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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

Company Information

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