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 & preparing, and generally keeping up to date with financial & economic developments.
What has surprised you the most about working in Financial Services?
What has surprised me is that generally speaking, what clients value most in their relationship with me is not access to the products I advise on, nor the returns generated, but a sense of security & peace of mind that they have someone who understands them & has their best interests at heart. That's not to say the former isn't important, but it seems to be of secondary concern in most cases.
Certainly, there aren't many clients who want to spend hours talking about the ins and outs of their portfolios & the financial markets with me!
Describe yourself in 3 words?
Kind, driven & impatient.
Would your family use the same three words?
Probably! They would also throw clumsy in for good measure.
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?
Providing I could fashion some sort of football out of bamboo, I would probably choose my phone & a solar panel charger.
If you could choose any superpower, what would you choose and why?
Supposedly we only use 10-20% of our brains, so it would be cool to unlock the rest.
How can you help me?
What I enjoy most is helping people de-stress when it comes to their personal finances. No matter how simple or complex, I can take the workload & the worry away by helping you design & implement a proper plan to move you closer towards your goals. Whether it's planning for early retirement, saving for your children's future, reducing your tax bill, or insuring yourself against worst-case scenarios, I am there as an expert & someone whom you can rely on to be your financial sounding board over the long-term.
