26 Lowther Street, Carlisle, CA3 8DA
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. 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.
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. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Take a look at the frequently asked questions we receive from our valued clients and find the information you’re looking for.
With different pensions in different pots, it’s easy to lose track of your pension funds. Pension consolidation helps you put all your pots in one place, which simplifies pension management giving you clearer access to any fees you are being charged, and at times reducing them. It also presents the opportunity for boosted flexibility, additional investment opportunities and greater financial reward.
At Stan Sherlock Associates, we offer tailored pension planning advice around combining or consolidating your pensions, guiding you on the pitfalls to avoid and best ways to invest when it comes to pension consolidation.
If you hold a Defined Benefit Pension Scheme or Defined Contribution pension with a guaranteed minimum pension or income, any advice you receive will be through a dedicated referral advice service and a specialist within our network.
If you're in your 20s, retirement seems a long way off, but the sooner you start paying into a pension the better. The best time to start pension planning is soon as possible, you don't want to miss valuable time in the market!
We provide personal pension planning advice for people of all ages, finding you some of the best pension solutions for your unique financial goals, as well as tailored personal pension planning advice around the different deals and investment opportunities available. We also help break down terminology and jargon, so you understand the complexities of what you're signing up to.
At Stan Sherlock Associates, arranging a buy to let mortgage or remortgage is not a one-off transaction. We aim to build long term relationships with our clients and provide you with an advice service over the lifetime of your mortgage or mortgages which ensures you always have the right deal for your situation.
Although based in Carlisle, our clients come from much further afield. We regularly 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 mortgage advice services can be provided by phone and email but our mortgage advisers are always happy to meet you face to face.
Want straight forward, sensible advice to manage your wealth and plan your investments?
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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