Latest News

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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Buying a New-build? Let us help you!

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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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Would you benefit from consolidating your pensions?

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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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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.

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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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Lifetime Mortgages and Equity Release

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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 Helen Bush

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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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Up Close and Personal with Anne...

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Name:  Anne Preston  What do you do at Stan Sherlock Associates?  Mortgage, Protection and General Insurance Adviser.  I have been an adviser since 2012 but started in financial services in 1987. Why did you become a mortgage and protection adviser? I never intended to move into advice but the company I was working for at t...

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The last adviser in our series... a round of applause please for Tom Graham!

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Name:  Tom Graham  What do you do at Stan Sherlock Associates?  I am a Mortgage and Protection Adviser, providing professional and tailored advice to help you achieve your financial goals. I pride myself on giving a bespoke service, treating you as an individual so I have a true understanding of what you want to achieve Why did you b...

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Getting To Know Our Advisers...

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Want to know more about the people giving you advice? We've interviewed our advisers to enable you to get to know them better and will be releasing one a week over the coming months.   Name:  Bobby Sherlock  What do you do at Stan Sherlock Associates?  I am the Practice Principal and a Financial Adviser. I have wo...

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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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Can your pension sustain your retirement?

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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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As part of our series "Getting to Know our Advisers" we introduce you to Emma Sherlock...

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Name:  Emma Sherlock  What do you do at Stan Sherlock Associates?  I'm one of two Directors at SSA.  My main role is making sure that we are a well oiled machine creating fantastic end results for our clients.   What has surprised you the most about working in Financial Services? It's not all about ...

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3 tips to help you work out if your adviser is REALLY doing a good job for you.

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The world of finance can be a puzzling place. Numbers mixed with words mixed with acronyms. It can be hard to decipher, harder still to know what's best and even harder to know if the adviser you have chosen is REALLY doing a good job for you! We have pulled together 3 tips for you to consider when choosing who to trust with your money and your pla...

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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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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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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!

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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

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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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Meet Lucy Barker

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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

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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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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