Latest News

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 Building Society Agency and clients with their savings, bonds, ISAs and general transactions and queries.

What do you enjoy the most about being a member of the Business Support Team?

I enjoy the variety, no two days are the same and it's a wonderful team to be a part of. The work is so different to anything I've done before and I love learning all the new systems and procedures. I also enjoy that there are so many different ways I can help support the business and our clients, it makes me feel like I am really helping to make a difference to their lives.

What has surprised you the most about working in Financial Services?

I am surprised that financial services aren't all about numbers, it's about the person and helping them get the life they want. I have worked in a lot of different industries that were centred around customer service, but the Financial Services are centred around the customer.

Describe yourself in 3 words?

I would say that I am outgoing, motivated, and positive.

Would your family use the same three words?

I would like to think so but probably not.

If you had to be shipwrecked on a deserted island, but all your human needs—such as food and water—were taken care of, what two items would you want to have with you?

I would say music and my dog.

If you could choose any superpower, what would you choose and why?

Invisibility so I could sneak onto aeroplanes and bag myself a free holiday!

How can you help me?

I will help you by being one of the first smiling faces you see when you visit our offices or the positive bubbly voice you hear when you call us on the phone. I will do whatever I can to make your experience with our company as friendly, pleasant and organised as I can.

×
Stay Informed

When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.

Introducing Scott Thompson
Better Financial Advice for North Cumbria
 

Comments

No comments made yet. Be the first to submit a comment
Tuesday, 16 April 2024

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