2 Cumbrian firms have forged a new partnership to offer holistic advice and an all-encapsulating service to home movers in and around our county.
Carlisle based financial planners, Stan Sherlock Associates, and Cumbrian based, Hackney and Leigh have come together to ensure a high-quality service for people buying and selling their homes.
The owners of the two businesses felt there was perfect synergy, both being second generation family businesses with success in and around the county for more than 70 years between them.
Practice Principal, Bobby Sherlock says: “This is a very natural partnership for us. We are both trusted, local family businesses with a drive to support people buying, selling, and financing their homes and businesses. We really get to know our clients and pride ourselves on building long term relationships. We deal with generations of families, managing their money and helping them finance their goals. We’re really excited about our collaboration with Hackney and Leigh and providing excellent financial advice to their clients.”
To consolidate the relationship Stan Sherlock Associates has employed a new adviser to be based in the Hackney and Leigh offices. This will give the team and clients access to advice on a more regular and face to face basis. Scott Thompson, the Mortgage and Protection Adviser who will be based in the Hackney and Leigh Offices says: “I’m so excited to be taking on this new role. SSA has a fantastic reputation and offers the best service. I’ll be bringing this service and quality advice to clients buying and selling their homes with Hackney and Leigh. It’s a great opportunity for me and allows more clients from across the county to access great financial advice.”
Director of Hackney and Leigh, Simon Leigh says: “We are thrilled to be embarking on this new venture with SSA, and are looking forward to being able to offer our clients an even greater range of expert advice. The process of buying and selling property can seem a bit daunting for some, but by helping to break down the different stages of the journey, with a team of specialists on hand every step of the way, our aim is to make the whole experience one our clients can enjoy. Since meeting Bobby and Emma through the Northwest Family Business Awards, we have become aware of how much our values and goals align, and we are looking forward to working more closely with them to deliver a range of services across this beautiful part of the world”.
For more information about Stan Sherlock Associates, please contact the team on 01228 598821 or visit stansherlock.com