26 Lowther Street, Carlisle, CA3 8DA


Comprehensive Pensions Advice

Our expert financial advisers at Stan Sherlock Associates offer wealth management services for you, whatever your stage of life.

Stan Sherlock Associates


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.

Life Insurance


Pensions Questions

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.

Everyone hopes for a comfortable lifestyle in retirement, but what can you do to achieve it?

Find out now

Stan Sherlock Associates Pensions Service

Why work with us?

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.

Personal Pensions

Want straight forward, sensible advice to manage your wealth and plan your investments?