Stan Sherlock Associates

Stan Sherlock Associates Stan Sherlock Associates is a family run financial planning and mortgage practice in Cumbria. Approved by The Openwork Partnership on 23/06/2026

We … how can you plan for inheritance tax? 🧾If you’ve worked hard for your money, it’s natural to want as much of it as...
17/07/2026

We … how can you plan for inheritance tax? 🧾

If you’ve worked hard for your money, it’s natural to want as much of it as possible to go to your family.

Inheritance tax can apply when you pass money on, which means some of what you’ve built could end up going elsewhere if you have no plan in place.

Because of this, it’s important to plan ahead, so that more of your money ends up with the people you care about. This might involve things like using allowances, giving money away over time, or putting plans in place for how it’s passed on.

The rules can be quite detailed and can be subject to change, which is why it’s important to review your plans regularly and get a bit of guidance along the way.

If you’d like to talk through how inheritance tax planning, SSA can help. Contact us on 01228 598821 for more information.

First time buyer? 🏡It can feel like a lot… deposits, affordability, acronyms, paperwork.We’ll guide you through it step ...
16/07/2026

First time buyer? 🏡

It can feel like a lot… deposits, affordability, acronyms, paperwork.

We’ll guide you through it step by step, help you understand what you can afford, and find the right mortgage so you can move forward with confidence 😊

📞 Speak to the team today on 01228 598821

14/07/2026

We - what can you expect when choosing Stan Sherlock Associates for financial advice?

From the first chat to finding the right support for you, it’s all about making things feel clear, calm and a little less daunting ✅

Send your financial questions using and make sure to tag our page 💬

Next up in our SSA Awards is The SSA Way Award, celebrating someone who truly reflects our values and brings them into t...
10/07/2026

Next up in our SSA Awards is The SSA Way Award, celebrating someone who truly reflects our values and brings them into their work every day.

💎 The SSA Way Award: Becca Little

Becca has shown a brilliant commitment to the standards, attitude and approach that make SSA what it is. Her contribution is a great example of the 'SSA way' in action.

Well done, Becca! 👏

We , we’re struggling to get on the property ladder… is shared ownership an option? 🏡Short answer: it could be, yes!Wha...
09/07/2026

We , we’re struggling to get on the property ladder… is shared ownership an option? 🏡

Short answer: it could be, yes!

What is it? Shared ownership lets you buy a percentage of a property and pay rent on the
remaining share. It can sometimes help people get onto the ladder with a smaller deposit.

For a lot of people, the biggest benefit is that it can make home ownership feel achievable
sooner, especially if saving a large deposit feels out of reach.

The biggest thing to be aware of? You’re usually still paying rent alongside your mortgage, and
there can be extra costs or restrictions depending on the property and scheme.

Like anything though, it’s important to understand the pros, costs and long-term considerations before jumping in.

For some buyers it’s a really useful stepping stone. For others, a standard purchase or different scheme may work better.

Send your questions with and tag our page 💬

09/07/2026

Today on SSA Steps Out, we're asking "What percentage of people in the UK have more than £1000 in savings?" 💷

What would you guess?

SSAStepsOut

Planning for retirement? 🧭The closer it gets, the more important it is to understand what your pension can actually give...
07/07/2026

Planning for retirement? 🧭

The closer it gets, the more important it is to understand what your pension can actually give you.

We’ll help you make sense of your options, plan your income, and make sure everything is on track for the lifestyle you want in the years ahead.

📞 Speak to the team today on 01228 598821

03/07/2026

We - what does a financial planner actually do?

Hint: It’s not all about the numbers!

Send us your financial questions using and make sure to tag our page 💬

Thanks to Darren Ogilvie for some wonderful feedback!That's exactly what we strive for with every client: clear advice, ...
30/06/2026

Thanks to Darren Ogilvie for some wonderful feedback!

That's exactly what we strive for with every client: clear advice, personal service and a team you can rely on 🩵

Next up in our SSA Awards is the Growth and Progression Award, celebrating those who have shown real commitment to devel...
29/06/2026

Next up in our SSA Awards is the Growth and Progression Award, celebrating those who have shown real commitment to developing their skills and building their future with SSA.

💎 SSA Growth and Progression Award: Megan

Megan has made fantastic progress and shown a brilliant attitude towards her continued development.

Congratulations, Megan! 👏

Address

26 Lowther Street
Carlisle
CA38DA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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