Up Close and Personal with Anne...

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...
Continue reading
  1430 Hits
  0 Comments

Anne Preston Joins Stan Sherlock Associates

An adviser with 30 years experience has joined us this week at Stan Sherlock Associates. Anne Preston, who will specialise in Mortgages and Protection, brings her expertise from varied previous roles and we're delighted to welcome her to the team. Her impressive career covers a diverse portfolio of skills and qualifications, and her experience will...
Continue reading
  1022 Hits
  0 Comments

Be Vigilant and Scam Smart

Warnings from a number of UK bodies, including the Bank of England, Financial Conduct Authority, National Crime Agency and Action Fraud have urged people to be vigilant about scams by fraudsters who are taking advantage of people's fears and capitalising on the COVID-19 crisis. Huge increase in casesAction Fraud has released figures showing that re...
Continue reading
  845 Hits
  0 Comments

Next Up... Hannah Heslop!

Name: Hannah Heslop What do you do at Stan Sherlock Associates? I am a Financial Adviser. I help my clients with their pensions, retirement planning, investments, Inheritance Tax (IHT) planning and protection needs. Why did you become a financial adviser? The world of finance has always interested me. From a young age I witnessed family members inv...
Continue reading
  2954 Hits
  0 Comments

The Bank of... Granny and Grandad?

For many younger people struggling to get a foot on the property ladder, the Bank of Mum and Dad is the only option. With rent taking a huge chunk out of their income and the requirement for increasingly onerous deposits, two in five renters do not believe they will ever be in a position to buy a property, despite a desire to own a place of their o...
Continue reading
  1418 Hits
  0 Comments

Doing our bit, however small, in uncertain times...

Our fantastic team here at Stan Sherlock Associates has collectively donated groceries and other essential supplies to two vital local charities. Recognising that the COVID-19 pandemic has made life even more difficult for many local people, our team has donated bags of groceries, toiletries and cleaning supplies to the Carlisle Foodbank and C...
Continue reading
  537 Hits
  0 Comments

Gaining Control in an Uncertain World

The current COVID-19 pandemic and its impact on every aspect of our lives is creating huge uncertainty for everyone. At Stan Sherlock Associates, as lockdown came into effect, our amazing team quickly organised themselves, decamped to home working, organised 'socially distant' office cover and continued to put our clients first, responding, reassur...
Continue reading
  1631 Hits
  0 Comments

It's Good to Talk

While, for many, discussions about money can be extremely uncomfortable, experts have long stressed the best approach to financial issues is invariably to talk about them. Indeed, perceived wisdom suggests the more open and honest people are about money, the better their life and relationships tend to be. Finance: the last tabooThere's a wide varie...
Continue reading
  1308 Hits
  0 Comments

Getting To Know Our Advisers...

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...
Continue reading
  2772 Hits
  0 Comments

It's Time to Think about Life Insurance

If you have dependants – people who rely on you financially – then you should have life insurance. In fact, if you have dependants and don't have life insurance, you are exposing them to grave financial risk. And who would want to do that? Life insurance tends not to feature on 'to do' lists because it makes us confront uncomfortable questions, suc...
Continue reading
  1531 Hits
  0 Comments

The Value of Financial Advice

Download PDF File Here
  874 Hits
  0 Comments

Pension Planning for the Self-Employed

There are 4.8 million self-employed people in the UK and only a third have any kind of pension arrangement. A shocking statistic when you consider that State support is shrinking and we're all living longer. Saving for a pension when you're self-employed is not as straightforward as it is for an employed person, who might automatically benefit from...
Continue reading
  2171 Hits
  0 Comments

Coronavirus & Mortgages Q&A's

 Some common questions you may have regarding your current mortgage position: I have exchanged on a new property, but not moved in. What should I do? The Government has stated that they do not want you to move during the lockdown, unless it is in exceptional circumstances. If you can therefore delay your move then you should. Mortgage lenders ...
Continue reading
  1681 Hits
  0 Comments

Coming to terms with market turbulence

 Coming to terms with market turbulence  As a direct consequence of the COVID-19 outbreak, global stock markets are suffering a period of turbulence. When markets move significantly it can prove very challenging to hear through the noise and focus on the bigger picture. Lessons from history Over recent years many investors have become use...
Continue reading
  745 Hits
  0 Comments

Coronavirus Dents Recovery Hopes

Coronavirus Dents Recovery Hopes Data released by ONS has confirmed the UK economy stalled in the final quarter of 2019 and the economic fallout from the coronavirus outbreak looks set to hinder prospects of an imminent recovery. Gross domestic product (GDP) statistics published by ONS showed the UK economy saw zero growth across the final three mo...
Continue reading
  689 Hits
  0 Comments

Self-employed? Prioritise your pension

​Self-employed? Prioritise your pension Since the introduction of automatic enrolment, over 10 million eligible employees have been signed up to a workplace pension scheme. But for self-employed people, no such scheme exists, meaning that many of those who work for themselves are struggling to prioritise their pension. While there are many benefits...
Continue reading
  665 Hits
  0 Comments

‘Mortgage prisoners’ may be able to remortgage

 'Mortgage prisoners' may be able to remortgage You may have heard the term 'mortgage prisoners' but not know exactly what it is. Mortgage prisoners are those who are trapped in their current mortgage deal and are unable to remortgage or move. The Financial Conduct Authority (FCA) has estimated around 150,000 borrowers are stuck as 'mortgage p...
Continue reading
  740 Hits
  0 Comments

Accidental damage protects against life’s little mishaps

Accidental damage protects against life's little mishapsNobody knows what is around the corner. Accidents can and do happen and the most commonly reported household claim in 2018 was for Accidental Damage. It's therefore wise to check what is included in your insurance policy to help protect the valuable items in your home.Standard contents insuran...
Continue reading
  709 Hits
  0 Comments

Your pension savings, your future options

Your pension savings, your future options Why you should consider modernising your pension As well as giving you greater freedom over how you access your savings, there are several other benefits when modernising your pension: - Take full control of your pension savings  - Choose when and how to draw an income to suit your retirement...
Continue reading
  833 Hits
  0 Comments

Reviewing your pension contributions

 As you approach retirement, you probably want to know when you can afford to stop working. Having worked hard throughout your career you deserve to enjoy your retirement without having to worry about your finances. It may be worth reviewing your pension contributions to make sure you are taking advantage of the incentives offered by the gover...
Continue reading
  746 Hits
  0 Comments

By accepting you will be accessing a service provided by a third-party external to https://www.stansherlock.com/