26 Lowther Street, Carlisle, CA3 8DA

The last adviser in our series… a round of applause please for Tom Graham!

Name: 

Tom Graham 

What do you do at Stan Sherlock Associates? 

I am a Mortgage and Protection Adviser, providing professional and tailored advice to help you achieve your financial goals. I pride myself on giving a bespoke service, treating you as an individual so I have a true understanding of what you want to achieve

Why did you become a mortgage and protection adviser? 

It was the next step in my career in the financial sector. Having worked in banking before I came to Stan Sherlock Associates I wanted to develop my skills and understanding. I worked closely with our Practice Principle developing my knowledge of the housing market and the best way to find solutions for our clients. I loved the challenge, and then thrill, of helping someone buy their dream home. Now, with a broader and more in-depth knowledge, I am much more useful to my clients.

What has surprised you the most about working in Financial Services?

How everybody’s goals/dreams are different; and the relationships you build with people during the process. The personal side of the service is what makes the job so rewarding. Seeing people achieve their goals makes the hard work so worthwhile.

Describe yourself in 3 words?

Easy going, Caring and funny. If I do say so myself!

Would your family use the same three words?

I asked them and they said: “Not the words we would use… thoughtful, horizontal and a joker.”

If you had to be shipwrecked on a deserted island, but all your human needs—such as food and water—were taken care of, what two items would you want to have with you?

I think I would like a super strength telescope; this would allow me to people watch which I find so interesting and would pass the time. The other item would be my vinyl player and records, no special reason for this just a good song can change a bad mood.

If you could choose any super power what would you choose and why?

If I had a super power I think it would be the power to take others’ superpowers. It’s a win win situation – this way I can have all the super powers!

How can you help me?

I genuinely care about my clients and helping you is a very personal process to me. I will make every effort to help you achieve your goals by treating you as an individual. I will see you through the whole process from start to finish. Helping you find the right mortgage, the right protection for your family and assets, and the right insurance for your home and belongings. 

 

Share the Post:

Related Posts