Our Team

Meet The Stan Sherlock Associates Team

Meet Our Experts

Our team of experts have over 125 years of combined financial planning experience.

Bobby Sherlock

Director

Bobby is part of the fabric of Stan Sherlock Associates, having worked in the business from when he was a teenager! Bobby’s Dad set up the business in 1989 when Bobby was just 6. In 2014 Bobby took the hotseat as Managing Director after his dad retired. His passion is creating great client outcomes, and he loves how much of a positive impact what he does can have on someone’s life. Outside of work he enjoys spending time with his young family, outdoors wherever possible. Also taking on physical challenges that he’s not really sure he can complete!

Q&A With Bobby

Emma Sherlock

Managing Director

Emma joined the SSA team in 2018 and learned the ropes as a Protection Adviser. Now, as a Director, she is all about client service! New and existing clients. It’s Emma’s job to make sure our client service is exceptional and that our adviser’s diaries are full to bursting with lovely clients. She is passionate about finding new ways to get our message out there so we can help even more people create a brilliant financial plan. When Emma is not at work she’s busy with her 3 gorgeous kids… watching sport, in the fells, or in her kitchen watching Bobby cook, with a large glass of red!

Q&A With Emma

Deborah Riding

Senior Financial Adviser

Deborah is our Head of Advice and Development and joined us in 2021. She comes with a wealth of knowledge and has 30 years experience in financial services. She loves helping clients achieve their financial goals from planning for retirement, saving for their futures or protecting their families. In addition to advising clients, Deborah also plays a key role in the training and development our staff, helping them reach their full potential and be the best advisers they can. When not working full time Deborah enjoys spending time with her family and friends, especially her four-legged friends - riding her horses and walking her dogs.

Q&A With Deborah

Tom Graham

Senior Mortgage and Protection Adviser

Tom joined Stan Sherlock Associates in August 2013 as an administrator and has worked through the ranks to Senior Mortgage Adviser. He has expert knowledge of the mortgage and protection market and loves to help our clients with their home financing needs. Tom likes to take part in many sports, outdoor activities and country pursuits; but is transitioning to sports that aren’t as brutal on the body as rugby, like golf. He enjoys spending time with friends and family in which his little boy keeps him on his toes.

Q&A With Tom

Anne Preston

Mortgage and Protection Adviser

Anne started in financial services back in 1987 working for a large insurer and later moved to be an adviser putting into use everything she had learned over the years. She joined Stan Sherlock Associates in 2020, right in the middle of the pandemic! She loves being able to speak to clients and help them with their financial requirements. Her free time is spent with her family travelling and going on holiday. She also enjoys going to shows and long walks as well as reading. Secretly she is an avid watcher of crime series.

Q&A With Anne

Sandra Chadwick

Head of Business Support

Sandra is our Head of Business Support and has been with Stan Sherlock Associates since 1999... Our first ever employee! After 23 years of full-time service, Sandra is now part time looking after the business banking and accounts, and preparing reports for our investment clients. Sandra is always happy to help our clients and other team members whenever she can and has become known as our ‘office mum’. In her spare time, she loves to spend time with her family and spoiling her 2 grandchildren.

Q&A With Sandra

Charlotte Andrews

Client Experience Specialist

Charlotte is instrumental in maintaining our Client First Experience. As one of SSA’s Client Experience Specialists she is always happy to help. Our clients are her top priority. Charlotte also works on the ground floor reception desk at Stan Sherlock Associates so she will be one of the first faces you see.

Q&A With Charlotte

Rebecca Little

Mortgage Service Manager

Rebecca joined Stan Sherlock Associates in April 2023 after working in management and health care for over ten years. Rebecca felt as though a change in career and industry was necessary, she welcomed the challenge and has excelled in her new career journey with SSA. Rebecca began her journey as an Executive Business Assistant and she has since worked her way up to Business Support Manager. Rebecca often draws on her wealth of experience in management to be able to help each client and team member achieve their goals. In her spare time Rebecca loves to be with her friends, family and most importantly her favourite human being, her beautiful son.

Q&A With Rebecca

Annette Hunter

Paraplanner

Annette joined Stan Sherlock Associates in December 2003 as a receptionist, then became part of the business support team for mortgages and protection. After 16 years, Annette joined our wealth team to support our clients and their advisers with their pensions and investments. Annette has an abundance of knowledge and experience in all areas of finance and loves being part of the client’s financial journey. She ensures all business goes through smoothly and as quickly as possible. In her spare time, she loves to socialise with her family and friends, enjoys reading a good book and going out for a walk.

Q&A With Annette

Megan Cook

Senior Executive Assistant

Megan is the PA to the Managing Director, Bobby Sherlock. She joined SSA in 2022. After leaving her teaching career behind, she was keen to get her teeth into something new and learn all about the world of financial advice. Working closely with Bobby allows her to work across all aspects of the business to achieve financial success for his clients. She is also in the process of becoming a qualified paraplanner, to further support SSA’s wealth clients. When not at work, Megan loves to spend time with her family, especially her niece and nephew, and socialising with friends.

Q&A With Megan

Lily Palmer

Trainee Financial Adviser

Lily first joined the SSA team as a summer temp while still at school in 2023 and she hit the ground running. It quickly became clear she had a natural flair for the role, picking up new skills with ease and enthusiasm. Her dedication and potential didn’t go unnoticed, and she was soon offered a permanent position as a Trainee Financial Adviser. Since then, Lily has continued to thrive, expanding her skillset and contributing across multiple areas of the business. Whether supporting clients, assisting colleagues, or taking on new challenges, she brings energy, adaptability, and a can-do attitude to everything she does. Lily is not only a rising star in the team but also someone whose positivity and commitment make her a joy to work with.

Q&A With Lily

Sophie Summersfield

Business Support

Sophie is a well-loved member of the Business Support Team at SSA, supporting both our clients and colleagues. She is one of the first voices you hear or first faces you see when contacting SSA. Sophie loves nothing more than solving a puzzle for someone and is always happy to help. She takes pride in delivering excellent support and helping us all achieve our goals. Outside of work, Sophie enjoys spending time with her friends and family, and her cat, Blossom.

Q&A With Sophie

Fong Dawson

Mortgage and Protection Adviser

Fong brings more than 35 years of financial services experience to the SSA team, having started her career in banking in 1988 before successfully running her own mortgage and protection business for the past eight years. Known for her warm approach and loyal client following, she joined SSA in 2026 and is passionate about helping clients achieve their goals. Born and raised in Maryport, Fong remains deeply connected to her hometown and has spent many years supporting local causes, including serving as Chair of Governors at her local primary school and helping to establish the Maryport Business Group. Outside of work, she enjoys travelling, keeping fit, spending time with family and friends, and making memories with her granddaughter.

Q&A With Fong

Cara Hogg

PA to the director

Cara joined SSA as Personal Assistant to the Director and plays a key role in supporting the day-to-day running of the business. She focuses on organisation, coordination, and ensuring tasks are managed efficiently. From managing diaries and arranging meetings to providing administrative support across the team, Cara enjoys helping things run smoothly and keeping processes on track. She values creating good working relationships and provides a professional and friendly experience for both clients and our team. Outside of work, Cara enjoys spending time with family and friends, getting out and about, and relaxing in front of the TV.

Q&A With Cara

Roxy the Office Dog

Chief Happiness Officer

Q&A With Roxy