About us

At Sherlock Financial Management we look after Private Clients, Business Owners and pride ourselves on basing our advice on our strong ethical and moral values. We have a desire to genuinely look after people, and our personal face to face management advice help them understand complex financial planning matters in a simple and realistic fashion.


Testimonials

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Earlier this year, Lynne and I decided to change our IFA to Sherlock Financial. During the initial meeting John asked Lynne about her career background. He discovered that Lynne had to quit teaching back in 2011 after being diagnosed with multiple sclerosis. He then asked if she was taking her pensi...
Phil Newton
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Sherlock Financial Management is a trading name of John Sherlock Wealth Management Ltd. John Sherlock Wealth Management Ltd is registered in England and Wales, Number 8291937. Registered Office: 63 LARCH GROVE, Kendal, England, LA9 6AX.