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...
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...
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 ...
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 ...
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...
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...
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...
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...
Business Protection - Do you have it? You should.
Prior to lockdown, over half (51%) of businesses had some form of debt, owing an average of £176,000 each – and yet just 20% used an insurance policy as security. To add to this already significant issue, bank lending to struggling businesses via government-backed COVID-19 loan schemes reached nearly £52bn as of mid-August 2020 – meaning that UK bu...
Welcome to the team Deborah Riding!
We're delighted to announce that a financial adviser with an outstanding reputation and 26 years experience in the financial services and mortgage advice sector has joined our practice. Deborah Riding joins us in the newly created role of Compliance and Development Manager. Deborah will offer financial advice directly to our gro...
Three ways to make yourself more attractive to a lender
Our Senior Mortgage Adviser Tom Graham has put together some top tips to help you understand the process behind a lender's decision on what you can or can't afford to borrow when buying a house or remortgaging your home. Lots of clients ask the same questions: How much can I borrow? How much can I have to buy a house? ...
We want women to take control of their future financial success!
On International Women's Day (Monday 8th March) we are encouraging women to take control of their future financial success. International Women's Day celebrates the achievements of women and is a call to action to increase gender parity and raise awareness about gender equality. Our team at SSA, which unusually in the financial services sector...
With the possibility of negative interest rates, we ask, IS YOUR MONEY REALLY SAFE?
Are you a saver? Saving your hard earned surplus cash for a rainy day? Or a big occasion? Or maybe for your retirement? Perhaps you're squirrelling away pennies in a "safe" savings account ready for when you want to spend it. But…what is safe? The capital amount may be guaranteed and will grow with interest added but what about its value? Would you...
3 tips to help you work out if your adviser is REALLY doing a good job for you.
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...
Planning for the unexpected!
Do you worry what would happen to your family if you or your partner were to suddenly lose your job, become seriously ill or even die? How would you pay your mortgage, day to day bills and manage financially during a period of emotional distress? Protecting those you love could be more affordable than you think A Family Protection insurance policy ...