26 Lowther Street, Carlisle, CA3 8DA
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.
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.
I really enjoy working closely with our fantastic advisers, being supportive and efficient to ensure cases go through as smoothly and as quickly as possible. I love being part of our clients' journeys and helping them secure their financial needs and desires is truly rewarding. Having worked at SSA for almost 17 years, I have encountered a wide range of hiccups and problems that can occur when processing a case; using my skills and knowledge to solve these problems and help a case make progress is a part of my job I also enjoy.
How incredibly different every client's circumstances are .There are no two cases that are alike and each one requires a slightly different approach, whether that be lenders/providers or products. I have also been surprised by the complexity of financial services and how it is an ever-changing environment. An expert eye really is required to help you achieve your specific needs.
Organised, caring and loyal.
Yes they would, although they consider my level of organisation and planning to be fussy!
A Kindle, with plenty of books pre-downloaded to keep me occupied. I would also take a tent for shelter, whether that be protection from rain or sun – I am prone to burning easily! However, if we can class people as items, I would take some family/friends for company.
A Mary Poppins style tidying up super-power.I would love to be able to click my fingers and all the boring household/DIY chores are magically done, leaving me with extra time to enjoy life with family and friends.
My aim is to help you in any way I can to the best of my ability.Clients are at the centre of what we do at SSA, so it is very important to us all to give you the best experience possible. My wealth of knowledge and experience gained in this industry can help to process and progress your case efficiently and smoothly, making your journey stress, and hassle free.
Disclaimer: The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Registered Address: 26 Lowther Street, Carlisle, Cumbria, CA3 8DA
Company Number: 05719965
Stan Sherlock Associates Limited is an appointed representative of the Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the financial conduct authority.
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 HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Some buy to let mortgages are not regulated by the financial conduct authority.
Approved by The Openwork Partnership on 01/11/2023
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