Anne Preston

Mortgage & Protection Adviser @Stan Sherlock Associates Ltd

Carlisle, GB

Stan Sherlock Associates is a family run financial planning and mortgage practice Winner of the 2019 In Cumbria \'Best Family Business\' Award and Shortlisted for the 2019 Carlisle Living \'Best Professional Services Team\' Award. Established in 1989 by Stan Sherlock, we advise a wide range of both individual and corporate clients. We use experience, expertise and consistency to drive the best outcomes for our clients, time after time. Our aim is to work with you through your full financial lifecycle; be that from the purchase of your first house, to when you move home or are looking for the right deal when remortgaging. We help you protect your income, loved ones and assets should the worst happen. Then when the time comes, we will help you invest your money for the future, working with you to try to ensure that your income will be sustainable post retirement.I specialise in Mortgages and Protection, providing professional and tailored advice to a wide range of clients to help them achieve their 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. The service I provide allows for a stress-free experience whilst ensuring you get the right outcome.Typical areas I help & advise clients on include- Purchasing their first home- Assisting with refinancing properties- Protecting clients & helping them achieve peace of mind with their financial commitments- Advising clients who move home & ensuring this is a stress free experience for themOutside of work I enjoy spending time with friends and family. I love reading and am very interested in history and genealogy.

IFS

Certificate in Equity Release

IFS

CeMap