Qualification success at family-run business Stan Sherlock A

Qualification success at family-run business Stan Sherlock Associates


SUCCESS: Sophie McMillan, of Stan Sherlock Associates
A family-run firm of financial planners is celebrating another exceptional career achievement for a member of their team.
Just one year after becoming an approved protection adviser, Sophie McMillan has now qualified as a mortgage adviser with Stan Sherlock Associates. She was awarded her CF6 qualification by the Personal Finance Society, part of the Chartered Insurance Institute Group.
This is the third financial advice qualification for Sophie during her six-year career with the firm. Sophie, who lives in Carlisle, studied for her mortgage adviser exams during the last national Covid-19 lockdown, while continuing to work full-time as a protection adviser and supervise the firm’s Yorkshire Building Society agency.

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