26 Lowther Street, Carlisle, CA3 8DA

Financial Planning Services

About Us

At Stan Sherlock Associates, our team of expert financial planning advisers have a wealth of experience to help guide you on your financial journey. Based in the picturesque county of Cumbria, we help clients invest their money, making it work harder for them, plan for their desired retirement and finance their homes. Your financial success is at the heart of all we do.

Stan Sherlock Associates

Since 1989

At Stan Sherlock Associates we understand that money and finance are emotional! Your future is so tightly tied to your finances, be that what you can or can’t do with your children, where you can or can’t live and when and how you retire.

That’s why our focus is always you. We ensure you are cared for and communicated with at every step of your retirement plan, investment or mortgage. Our expert advisers build you a bespoke solution to your financial planning, with your goals at the heart of our advice

Established in 1989 by Stan Sherlock, we have been advising our clients for decades. We are well attuned to what great service and great outcomes look like for you!

Emma & Bobby Sherlock

 

  • We Learn From Client Feedback

  • Professional and Experienced Team

  • Award-Winning Service

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What Sets Us Apart

You will work with us through your full financial life cycle. Our relationship with you is so much more than a financial transaction. We take care of your homebuying and remortgaging needs and help you plan for the life you want in retirement.

Using advanced cash flow modelling software we look at every detail of your financial narrative, helping you write the chapters of your financial journey through life’s events challenges and changes.

You will be assigned your own adviser and a support team of experts, each equipped with knowledge and experience of how to achieve your goals in a timely, expert way. We are dedicated to bringing you our client first experience.

Our tailored approach to your finances is what keeps clients recommending us to their friends and family, time and again.

Award-Winning Service

Experienced Advisers

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YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

The value of investments and any income from them can rise as well as fall and you may not get back the amount you invested.

our team

Meet Our Experts

Our team of experts have over 125 years of combined financial planning experience.

Bobby Sherlock

Director
Bobby is part of the fabric of Stan Sherlock Associates, having worked in the business from when he was a teenager! Bobby’s Dad set up the business in 1989 when Bobby was just 6. In 2014 Bobby took the hotseat as Managing Director after his dad retired.

His passion is creating great client outcomes, and he loves how much of a positive impact what he does can have on someone’s life.  Outside of work he enjoys spending time with his young family, outdoors wherever possible. Also taking on physical challenges that he’s not really sure he can complete!
Q&A With Bobby

Emma Sherlock

Director
Emma joined the SSA team in 2018 and learned the ropes as a Protection Adviser. Now, as a Director, she is all about client service! New and existing clients. It’s Emma’s job to make sure our client service is exceptional and that our adviser’s diaries are full to bursting with lovely clients. She is passionate about finding new ways to get our message out there so we can help even more people create a brilliant financial plan. When Emma is not at work she’s busy with her 3 gorgeous kids… watching sport, in the fells, or in her kitchen watching Bobby cook, with a large glass of red!
Q&A With Emma
Meet The Rest Of Our Team
Happy Clients
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Via Google Reviews

Mark Ogilvie
I needed advice regarding my pension and savings the advice and subsequent results I received from arran was fantastic and I would have no problems recommending Arran and Stan Sherlock associates to family and friends
Naomi Hassan
Absolutely blown away by the service from Stan Sherlock. Recommended by a friend after a whole lot of drama with a different broker, Anne took over our remortgage and was amazing. She was super helpful from the get go and whether it was in-person, on the phone, or via email she was friendly and professional and made us feel completely at ease. After the stress of the last few months, we were so glad to finally feel like someone had our back. We cannot recommend Stan Sherlock enough.
Andy Glendo
My partner and I used Stan Sherlocks for our mortgage and insurance which was all professionally and expertly handled by Tom. He kept us updated every step of the way and was very helpful in sorting out the best deal for us to suit our needs. He went above and beyond to complete our mortgage and I can’t recommend his and Stan Sherlocks services enough.
Fiona Wilson
Great advice and service for our mortgage as always, plus advice and various options for some insurance policies we wanted to take out. Nothing was too much trouble and all our needs were met. Would highly recommend.
Harry Nixon
Harry Nixon
Scott Thompson helped me find the best deal for my mortgage and insurance, keeping me updated the throughout the entire process and was always available to help with anything I needed. Would highly recommend Scott's and Stan Sherlocks services to anyone.

Testimonials

What our clients say about us

As a family business that cares deeply about how people invest their money, our personal touch and dedication to building long-lasting relationships have allowed us to advise clients spanning multiple generations.

Find Out How We Can Help You

Book A Consultation

Whether finding a suitable mortgage, protecting those closest to you, investing your money for the future or deciding on the right way to drawdown your pension, we can help you make the most appropriate financial decisions.

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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.

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Company Information

Registered Address: 26 Lowther Street, Carlisle, Cumbria, CA3 8DA

Company Number: 05718865

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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 PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most buy to let mortgages are not regulated by the financial conduct authority. 

Approved by The Openwork Partnership on 16/12/2024

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