Lifetime Mortgages and Equity Release
Are you considering a lifetime mortgage but you’re not sure of the details? Our Expert Advisers Robert Sherlock and Anne Preston answer your top questions on equity release and lifetime mortgages: The lifetime mortgage market is experiencing rapid growth as more people look to boost their retirement income and improve their standard of living. According […]
Meet Matt Duncan
Name: Matt Duncan What do you do at Stan Sherlock Associates? I am the supervisor for the Yorkshire Building Society Agency operating on the ground floor at the SSA. I also manage and run the front desk of SSA so if you’re calling or popping into our office my face will be one of the […]
Roxy Sherlock aka The Floof, aka Roxstar, aka Roxalina, aka Mush
Share the Post: Name: Roxy Sherlock aka The Floof, aka Roxstar, aka Roxalina, aka Mush What do you do at Stan Sherlock Associates? I am the Chief Happiness Officer which means I spread joy, positivity and light daily as I sashay around our office. My role within the business is not to be taken lightly, […]
Buying a New-build? Let us help you!
You’ve seen your dream home, you’re buying it off plan and you get to choose all your own finishes. But first you need to finance it! For most people that means getting a mortgage. We’re here to make that process stress free and ensure you get the finances you need to the right people at […]
Can your pension sustain your retirement?
Our Financial Adviser Robert Sherlock answers your top questions With many people falling short of having enough saved for retirement, it’s worth thinking about how long your pension can sustain your lifestyle. With recent news about rising inflation increasing the cost of living, along with people living longer, it’s more important now than ever to […]
Use it or lose it! Our Financial Planner Robert Sherlock looks at how you can maximise your tax allowances and reliefs before the end of the tax year
How to maximise your tax allowances and reliefs before the end of the tax year Could you be missing out on hundreds of pounds, maybe even thousands? Money that could be in your bank account rather than the tax man’s. There are many different types of tax allowances and reliefs available to people who live […]
Behind every successful adviser is ….
For us the answer to this is… a fantastic business support team! Every adviser we’ve had work with us, since we were founded in 1989, has been a success. This is no coincidence. Yes we’d like to take credit for talent spotting but really it’s the graft that goes on behind the scenes that ensures […]
Matt Duncan joins SSA as our Yorkshire Building Society Supervisor!
We have appointed a new supervisor to welcome and support our Yorkshire Building Society customers. Matt Duncan has joined our team as Yorkshire Building Society Supervisor and Client Care Adviser. We run the Yorkshire Building Society at our offices on Lowther Street and Matt will welcome clients arriving to meet their financial or mortgage adviser […]
Would you benefit from consolidating your pensions?
Not all Jobs are for life like they used to be! More and more of us are changing jobs on a more regular basis and this results in many of us have more than one pension. As we move home as well as jobs, it’s very easy to lose track of them. Here I explore […]
Business Protection – Do you have it? You should.
Prior to lockdown, over half (51%) of businesses had some form of debt, owing an average of £176,000 each – and yet just 20% used an insurance policy as security. To add to this already significant issue, bank lending to struggling businesses via government-backed COVID-19 loan schemes reached nearly £52bn as of mid-August 2020 – […]