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.
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;
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- 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.