Better Financial Advice for North Cumbria

We are raising the bar for financial advice in Carlisle and the surrounding areas.

Considering the nature of the current economic climate, Stan Sherlock Associates, is inviting financial advisers from across the city to take part in a technical learning event, in conjunction with The Prudential. The event is for advisers from across the city to further advance their knowledge in specialised subjects, enabling us all, as an industry, to increase our expertise to deliver excellent advice to clients.

Robert Sherlock, our Practice Principal and Financial Adviser says “It’s important for advisers to stay abreast of the latest developments in the industry and the market. Here in Cumbria, we’re a long way from Manchester or London or any of the other larger city hubs so we wanted to bring the investment management firms to us to keep us at the peak of best practice advice. We want everyone in our area to have access to excellent, forward thinking financial advice – not just from SSA’s advisers but from our peers in other firms too.”

Peter Hartley from The Prudential says “We are delighted to be working with Stan Sherlock Associates to provide technical training for Financial Advisers in the Carlisle area. This will benefit advisers through increasing their understanding of complex financial planning areas which will enable them to provide advice to clients, that will help them achieve positive outcomes and meet their own financial objectives.”

Deborah Riding our Head of Compliance and Development and a Financial Adviser said: “We hope to hold more events like this one, in collaboration with other financial services companies, and large investment management firms. It’s now more important than ever that people within our local community have access to good well informed advice from advisers who are at the cutting edge of their industry. Development and learning never stops and it’s up to us as advisers to ensure we are giving the right advice and have the right tools and skills at our fingertips.”

The event will be held at Stan Sherlock Associates offices on Lowther Street and will be attended by their own advisers and paraplanners along with financial planners from CMD and Professional Financial Centre.