More focus on training, development and culture. SSA takes HR in house!
New to Stan Sherlock Associates: HR Department A few months ago we decided it was time to bring HR into the business. As we grow, and are therefore inevitably exposed to a wider variety of people with different backgrounds, expectations and development needs, it made sense to bring an HR manager on board to provide […]
Meet Megan Cook
Name: Megan Cook What do you do at Stan Sherlock Associates? I’m PA to the Director, so I work closely with Bobby and his clients, ensuring he is where he needs to be, when he needs to be there, and all his client documentation is processed correctly and efficiently. This means helping Bobby process his […]
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, […]
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 […]
Welcome to the team Deborah Riding!
We’re delighted to announce that a financial adviser with an outstanding reputation and 26 years experience in the financial services and mortgage advice sector has joined our practice. Deborah Riding joins us in the newly created role of Compliance and Development Manager. Deborah will offer financial advice directly to our growing portfolio of clients, and […]
“Practically perfect in every way”… We introduce you to Annette Hunter:
Name: Annette Hunter What do you do at Stan Sherlock Associates? I am a senior administrator within the mortgage and wealth departments. I have recently moved to the wealth department, but I still turn my hand to mortgages. I input and process cases, problem solve and see a case through to completion. What do you […]
Sandra Sproat takes the limelight in the next part of our series “Getting to know our Business Support Team”…
Name: Sandra Sproat What do you do at Stan Sherlock Associates? I’ve worked here for almost 22 years, so I have my finger in many pies! As office manager, I work closely with Bobby and Emma Sherlock and we all try to maintain a happy environment for the staff. My secondary role has been described […]
Don’t Underestimate the Power of a Good Business Support Structure
During our 30 years in business we’ve helped thousands of clients navigate their financial decisions and achieve the right results, from buying a first home to providing an income in retirement and everything in between. Ensuring consistently great results for our clients is essential to our success, and that in turn relies on the experience […]
The last adviser in our series… a round of applause please for Tom Graham!
Name: Tom Graham What do you do at Stan Sherlock Associates? I am a Mortgage and Protection Adviser, providing professional and tailored advice to help you achieve your financial goals. I pride myself on giving a bespoke service, treating you as an individual so I have a true understanding of what you want to achieve […]