Anne Preston Joins Stan Sherlock Associates

An adviser with 30 years experience has joined us this week at Stan Sherlock Associates.

Anne Preston, who will specialise in Mortgages and Protection, brings her expertise from varied previous roles and we’re delighted to welcome her to the team. Her impressive career covers a diverse portfolio of skills and qualifications, and her experience will support our clients and the wider team.

Anne’s advisory qualifications and experience include mortgages, specialist insurance, business protection, final salary pension schemes, Trusts and offshore investment bonds and private medical insurance. Anne has also previously managed personal accounts including underwriting the cases of several high-profile clients.

Anne has continually studied throughout her career to provide high-quality advice and ensure compliance with changing regulations. She is looking forward to supporting our clients. She told us, “I love researching and recommending the right products to my clients, particularly those who may have found it difficult to access the services they need. Good financial advice is like a puzzle that needs to be researched and solved, and no two clients are the same, they all need an individual solution, which suits their individual budget.”

It’s an unusual time to introduce a new colleague to our team but it’s very much business as usual for us. We are running our induction programme virtually and Anne has already joined our full team meeting, online. Thanks to our technology and systems, she will soon be managing our clients’ affairs on the phone and via video calls in line with social distancing restrictions.

Anne was born and brought up in Carlisle, before working in the financial sector in the West Midlands. She was delighted to return to the city two years ago to be closer to family. She has two grown-up daughters and in her spare time loves a spot of DIY, reading and researching her family tree. She is looking forward to being able to spend time by the seaside with her family after lockdown is lifted.