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 the Practice Principal and a Financial Adviser. I have worked in the family business for 19 years and have been an adviser for 15.
It was a very natural decision for me. I'd lived and breathed the family business from a young age and so always wanted to be a part of it. I was 6 when Stan founded Stan Sherlock Associates and I watched and shared the pride he had in helping clients and looking after their needs. I wanted to have that job satisfaction as well. I get a great sense of achievement helping people realise their dreams, be that buying their own home, or retiring with enough money to live comfortably.
Just how much of a positive impact I can have on people's lives. I didn't expect or know, when I started, that the advice I provide would make such a difference. It is my favourite part of what I do, being able to simplify and sort complex issues for clients.
Competitive, determined and happy!
No… they would use stubborn, caring and untidy!
A ball (cricket, tennis, rugby or golf, not too fussed which one) to play with and because I would want to keep my hand eye coordination up to scratch – Need to stay sharp! And a good non-stick pan for cooking dinner. I love to cook so I would make like Simon Rogan and go foraging for all the interesting vegetables and herbs on the island and cook up a feast!
Regenerative power! No more getting injured, no concerns about crashing cycling and I'd finally try and do the backflip the kids want me to do on the trampoline!
I am passionate about getting the best outcomes for clients. I have spent the last 15 years solving problems and helping people create opportunities with their finances. No question is too big or small, too complex or too simple. It's my job to ensure you understand your position and how you can move closer to your goal. If you need your hand holding as a first-time buyer, I can help, or if you are a seasoned investor and just need a sense check, I can help.
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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