26 Lowther Street, Carlisle, CA3 8DA
I am a Trainee Financial adviser, but I also work on the reception desk at SSA HQ alongside Charlotte providing support to the wider business and all of our wonderful SSA clients.
I love the people I work with, I was originally part of the team as temporary support so I had a lot of time working with each team member before I joined officially in my Trainee Financial Adviser role. I really like how varied my role is and all the different skills I have been able to learn during my time at SSA. I also adore our Chief Happiness Officer Roxy!
I think what surprised me most was the fact that actually people of all ages should be planning towards their future. I never thought about it myself being that I am quite young but being in this industry has made me realise how important it is to plan for your financial future, how easy it can be with the right advice and support.
Driven, friendly and approachable.
I think it would depend on what mood I am in and which family member I am with.
I love to read so probably a good book and a coffee machine, I think I could easily last as long as I had both of those things.
I would chose flight, because I hate planes and if I could get there myself without needing a one that would be ideal.
In any way I can. It's both simple and cliché but it's the truth. I will be there to answer calls or greet you as you arrive. I can help with anything related to the Yorkshire Building Society and if you arrive or call for one of our amazing advisers, I will do my best to get you someone who can assist you with whatever your needs are.
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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.
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.
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