26 Lowther Street, Carlisle, CA3 8DA

Wealth Management

Our expert financial advisers at Stan Sherlock Associates offer wealth management services for you, whatever your stage of life. 

Finances are a tricky subject, and planning for the future is something we often put off. But most of us worry about the same things; protecting our income and family, saving and investing for the future, having a pension pot to retire on and having something to pass on to loved ones.

Stan Sherlock Associates

Wealth Management

Wealth Management means managing your money well, and whether you have a little or a lot, we can put a personal wealth management plan in place to help you achieve a secure financial future.

If you’re saving for a short-term goal, such as a wedding, home deposit, the holiday of a lifetime or just for a rainy day, we can find the products, such as ISAs or National Savings products, that can help you make the most of your money.

Planning for the longer term might include saving for your children’s future, for a comfortable lifestyle in retirement, to increase or protect your wealth or to provide a future income, then our wealth management advice could include a personal investment plan or creating a balanced portfolio of investments.

Everyone hopes for a comfortable lifestyle in retirement, but what can you do to achieve it?
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Your personal solution

Our financial advisers know that everyone is different and will take the time to find your personal solution. We’ll recommend a savings and investment plan only after understanding your personal goals, ever-changing circumstances, attitude to risk and budget.

After working with you to find the right products to help you reach your goals, we’ll then provide ongoing advice and reviews to ensure your savings and investment plans stay on track as your personal circumstances change.

Your financial security involves far more than just a savings and investments plan, however. Our financial advisers work with you to better understand how your wealth management plan can affect your wider finances, and can assist with tax planning, inheritance tax liabilities and pensions, as well ensuring your mortgage and insurance and protection solutions are continuing to meet your needs.


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Why Work With Us?

At Stan Sherlock Associates, our expert advisers want to build a strong, long term relationship with you, paying careful attention to your changing needs and circumstances, and provide you with a financial advice service throughout your lifetime.

Although based in Carlisle, our clients come from much further afield. We work with clients from across Cumbria (including Kendal, Keswick, Penrith, Whitehaven and everywhere in between), the Scottish Borders, and North East England. Many of our advice services can be provided by phone and email but our advisers are always happy to meet you face to face.