Lifelong financial success since 1989

Financial Advisers in Cumbria and the UK

No matter where you are in your financial life cycle, talk to our experienced and dedicated team of financial professionals about a personalised plan to maximise your financial potential

Looking for financial advice?

Why Stan Sherlock Associates?

You are the reason to choose us! Financial planning can often feel complex and sometimes, in our busy lives, drops to the bottom of the priorities list. However, when you choose to work with SSA your financial success is our top priority. Family and finances are our thing!

You will always receive expert, friendly and the right advice for you when you speak to our experts. We make sure your changing personal circumstances are at the heart of your financial plan. We want you to feel informed about the financial decisions you make and knowledgeable about why and how your plans suit your current and future financial needs.

Our goal is to ensure you feel cared for; by us and by your money! We will work tirelessly with you to get the right mortgage deal, make sure your family is safe should the worst happen, and help you retire with financial freedom.

With 35 years in business and 125 years combined experience, choose us for lifelong financial success.

Emma & Bobby Sherlock

Emma & Bobby

Directors

Find out how we can help you

Request a call back

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.

We're here to Protect your future

What We Offer

Mortgage Advice Financial Planning Insurance Advice Business Finance

Our clients use our experience, expertise and consistency to drive the best financial outcomes for them and their families, time after time.

Our aim is to work with you throughout 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 help create an income that will be sustainable post-retirement.

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

Experience, Expertise, Commitment

Bespoke Financial Solutions

No matter what you’re looking for our knowledgeable team will be able to provide financial solutions tailored to your current and future needs

Mortgages

Stan Sherlock Associates provides expert mortgage services, offering personalised guidance to navigate the complexities of home financing.

Mortgages

Our fully-accredited advisers ensure seamless, tailored solutions for every aspect of your mortgage needs.

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Investments

Our expert financial advisers at Stan Sherlock Associates offer wealth management services for you, whatever your stage of life.

Investments

Book a call with one of our advisers to find out more.

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Insurances

At Stan Sherlock Associates, our financial advisers will help you plan for your future and this includes planning for the unexpected.

Insurances

Should the worst happen, it’s important to know that your family is protected. We can help you find the right life insurance and/or income protection insurance to suit your personal circumstances.

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Business Services

Stan Sherlock Associates provide expert business services, offering personalised guidance.

Business Services

Our fully accredited advisers ensure that all our business solutions are tailored to your unique situation.

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Personalised

Financial Planning

Stan Sherlock Associates is a trusted, well respected financial services firm based in the UK, dedicated to providing expert advice and tailored solutions for individuals and businesses. With a commitment to clarity and client-focused service, we specialise in areas such as mortgage advice, investment planning, retirement strategies, and insurance solutions. Our experienced team takes pride in delivering a personal approach to financial planning, helping clients navigate the complexities of financial decisions to achieve their goals with confidence and security.

Happy Clients

500

Financial Planning Experts

Years Combined Experience

0 +

Via Google Reviews

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

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.

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.

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.

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 has allowed us to advise clients spanning multiple generations.

Ready to start your financial journey?

Book A Consultation

We see financial services not as a one off transaction but as lifelong guidance that supports you as your needs and circumstances change. Get in touch to see how we can help.

Lifelong financial success since 1989

Financial Advisers in Cumbria and the UK

Looking for financial advice?

Why Stan Sherlock Associates?

Emma & Bobby

Find out how we can help you

Request a call back

We're here to Protect your future

What We Offer

Mortgage Advice Financial Planning Insurance Advice Business Finance

Experience, Expertise, Commitment

Bespoke Financial Solutions

Mortgages

Mortgages

Investments

Investments

Insurances

Insurances

Business Services

Business Services

Personalised

Financial Planning

Via Google Reviews

Testimonials

What our clients say about us

Ready to start your financial journey?

Book A Consultation

ReaDY TO WORK WITH US?

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Company Information

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