Stan Sherlock Associates is a family-run financial planning and mortgage practice based in Carlisle, Cumbria. Established in 1989 by Stan Sherlock, the company provides a wide range of services including financial planning, mortgage advice, and insuran…
Stan Sherlock Associates provides financial planning, mortgage advice, and insurance services to clients across the North West. Based in Carlisle and operating since 1989, the practice works with high-net-worth individuals and families seeking comprehensive financial strategies. Referral partners include accountants and tax planners who help clients structure investments, conveyancing solicitors managing property transactions, surveyors providing property valuations, and estate planning specialists implementing inheritance strategies. A referral to Stan Sherlock makes sense when a client has accumulated significant assets, is purchasing property, or needs coordinated advice across mortgages, investments, and tax planning.