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:
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.
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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.