Stan Sherlock Associates Ltd.

Financial Planning Consultants in Carlisle, Cumbria and the UK

Stan Sherlock Awards

Why Stan Sherlock Associates?

We are a family run financial planning and mortgage practice based in Carlisle, Cumbria and working throughout the UK. Established in 1989 by Stan Sherlock, we advise a wide range of both individual and corporate clients.

We have more than 130 years of experience between our advisers and have helped clients in almost every situation. Our back-office administration support has over 60 years of combined service with Stan Sherlock Associates.

Stan Sherlock - Financial Planning Consultants in Carlisle, Cumbria

We use this experience, expertise and consistency to drive the best outcomes for our clients, time after time.

Our aim is to work with you through your full financial lifecycle; be that from the purchase of your first house, to when you move home or are looking for the right deal when remortgaging. We help you protect your income, loved ones and assets should the worst happen. Then when the time comes, we will help you invest your money for the future, working with you to try to ensure that your income will be sustainable post retirement.

Our personal approach to your financial situation ensures that we are recommended time and again to friends and family.

Find out how we can help you:

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