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 […]
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, […]
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 […]
As part of our series “Getting to Know our Advisers” we introduce you to Emma Sherlock…
Name: Emma Sherlock What do you do at Stan Sherlock Associates? I’m one of two Directors at SSA. My main role is making sure that we are a well oiled machine creating fantastic end results for our clients. What has surprised you the most about working in Financial Services? It’s not all about numbers! You would think anything to […]
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 […]
Getting To Know Our Advisers…
Want to know more about the people giving you advice? We’ve interviewed our advisers to enable you to get to know them better and will be releasing one a week over the coming months. Name: Bobby Sherlock What do you do at Stan Sherlock Associates? I am the Practice Principal and a Financial Adviser. I have worked […]