Testimonials

Read some of the feedback received from clients over the years.

This is a note from both of the Directors at MacArthur Recruitment, Steph and myself, thanking you for helping us sort out our finances and future retiral’s. From John’s initial meeting with us he’s been very patient, calm and informative – simplifying complicated topics for us. He’s even managed...

Ewen Alcorn | Recruitment Consultant, Portinscale

John has dealt with our financial investments for several years and we would not hesitate to recommend him to any of our family and friends. He is always professional yet approachable and patient in explaining the finer details and implications of the financial products on offer. His advice has p...

R Taylor

My financial adviser provides outstanding service, is friendly, utterly professional and caring. He always goes “the extra mile”, answers all questions and gives advice on my “special request”. I always leave our meetings with peace of mind knowing my investments are sound and in good hands. I wo...

Private Client

I would recommend John as a financial adviser. His advice has always proved to be sound and beneficial. I have been more than satisfied with the results of his advice, which is always given in a friendly and professional manner.

Private Client | Train Driver, Preston

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 pe...

Phil Newton

I have known John for over a year through my Business Networking International (BNI) group based in Kendal. Throughout that time I have found him to be patient, thorough and incredibly knowledgeable about his sector. Not just with regard to the financial products that he utilises, but also on the...

Krysia Pantechis | Nutrition Coach, Kendal

We would have every confidence in recommending him (John Sherlock) as we have found him to be particularly sensitive in understanding and considering our particular needs and providing really good advice accordingly.

Jayne Davies | Hospital Chaplain, Kendal

When I retired a few years ago, I looked for financial advice and eventually found John Sherlock. He’s easy to talk to, understanding my concerns, my hopes and my wish to take an ethical approach to investment. Always considerate, realistic, patient, no pressure – and excellent advice based on th...

J. H. Corton | Retired Public Sector, Ulverston

John Sherlock has been our financial adviser for a number of years. His advice is only given after careful thought, and in depth discussion as to how the decisions made will affect us overall. He is kind and considerate at all times, and has always given us sound and constructive directives in ou...

Harry Lloyd | Retired, Ambleside

John Sherlock came to us very highly recommended and we are very pleased to say that every one of our expectations has been fulfilled. His no nonsense down to earth approach has made what was a very daunting subject very easy to understand. We would have no hesitation whatsoever in recommending h...

Frank and Maureen Graves | Retired, Carlisle