26 Lowther Street, Carlisle, CA3 8DA


Meet Megan Cook


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 mortgage and wealth cases, liaising with lenders and solicitors to ensure a speedy service for our clients.

What do you enjoy most about your role and being a member of the business support team?

I enjoy being able to support the clients through their financial journey, making the process as smooth and stress-free as possible for them. It is incredibly rewarding to fulfil the clients’ goals and see the benefits of financial planning. Being part of the business support team is an integral cog in this process and it’s great to support Bobby to ensure the needs of every client are met.

What has surprised you the most about working in Financial Services?

How quickly circumstances can change, for our clients as well as for the lenders/providers we use. It has really highlighted the importance of securing high-quality, thorough advice, especially in these uncertain times. Also, the complexity and individuality of every single case has been a surprise – each case requires a unique and different approach to secure a successful outcome for our clients.

Describe yourself in 3 words?

I am organised, kind-hearted and dependable.

Would your family use the same three words?

My mam and sister said I am hard-working, diligent and a perfectionist and my niece said I was loving, caring and awesome, so I’ll take that!

If you had to be shipwrecked on a deserted island, but all your human needs—such as food and water—were taken care of, what two items would you want to have with you?

As it says items rather than people, I would definitely need some sort of sports equipment, like a football or something to keep me entertained, as well as music to sing and dance along to.

If you could choose any superpower, what would you choose and why?

I would love to be able to fly and get from place to place very quickly. The views would be amazing, and it would save me a fortune in fuel too!

How can you help me?

I will help you in any way I can. At SSA, we value our clients, and we work incredibly hard to ensure that their experience with us is positive. Therefore, I will do my best to make sure your case is processed accurately and efficiently, taking the worry and stress away.

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