Who we are

At Sherlock Financial Management we pride ourselves in maintaining long-term trusted relationships with all our clients, along with demonstrating a well defined approach to investment management giving peace of mind to both private and corporate clients. Our knowledge in the creation, growth and preservation of personal, family and business wealth is something we feel passionate about going hand in hand with our pledge to provide professional, guaranteed financial advice at all times to suit the needs of all our clients.

Please click below to obtain further information on some of the services we provide:

  • Investing for capital growth or capital preservation
  • Investing for income
  • Planning for retirement
  • Protecting Wealth
  • Protecting lifestyles against risk
  • Mitigating tax liabilities

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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.