26 Lowther Street, Carlisle, CA3 8DA
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.
I am a mortgage and protection adviser helping clients by tailoring a bespoke solution unique to them in the home buying process.
Sitting down and listening to clients' needs and desires and helping them to achieve their goals. Everyone is different and has their own set of circumstances. It's about being helpful, compassionate and knowledgeable while searching for a solution that best suits them. No two people are the same which means no two days are the same.
You don't know what you don't know. Everyone has a slightly different understanding of financial services and it surprises me where this information comes from for example generational, newspapers, magazines or social media and it is our job to fill in the missing gaps.
Focused, calculated and empathetic.
Expeditious was used but I think they were being polite for impatient.
Coffee, I do enjoy a cup of coffee first thing in the morning before the day starts… and a comprehensive encyclopaedia of everything.If I have plenty of time on the island I enjoy reading, learning new things and hopefully some of the knowledge will help me survive!
To control time – this would enable me to spend more time with family and friends, pack more into the day and fast forward the boring bits like housework.
Having previously worked as a property valuer and negotiator for an estate agent I understand what it is like on the other side of the table. Whether it's buying or selling I can help make sure you are prepared and organised throughout the process, from a financial perspective, to achieve your desired goals.
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.
Registered Address: 26 Lowther Street, Carlisle, Cumbria, CA3 8DA
Company Number: 05719965
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.
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.
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.
Approved by The Openwork Partnership on 01/11/2023
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