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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Over the years we have built up a good relationship with John. He has taken the time to understand our circumstances and situation, helping us to make sound investment decisions by listening to our requirements and gaining our trust. I have no hesitation in recommending John.
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...
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 to...
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 r...
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 pr...
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...
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.
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...
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.
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 tho...
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 directive...
John has been our financial adviser since we moved to Cumbria many years ago. He has always been to exceptional help in advising and supporting us and his advice has always been excellent. I have no hesitation at all in recommending him to anyone.
I look forward to seeing the fruits of the ...
I have dealt with John for some years now and have always found him to be honest in referrals to unit trusts I have purchased. Up front with his opinions and always asks if I am sure that what I am doing is OK with my finances and I am not over stretching by budget.
John has been our Financial Adviser for a number of years. He knows our needs and circumstances and advises us accordingly.
I would recommend him to anyone seeking sound, trustworthy advice on financial matters.
I believe John has given me sound advice as he explained things in easy to understand language and I am clueless when it comes to finance. I will be recommending John to friends and family.
John Sherlock has been our Wealth Management Adviser for several years. He not only advises us on the best way to manage our funds but always gives us a clear explanation about how the money will be invested. He is never satisfied until we are quite clear about what he is suggesting – sometimes by...
John has been our financial adviser for over 5 years because he takes the time to explain things properly in a way that we can understand. John doesn’t sell, he simply provides relevant, jargon-free advice. He has been instrumental in sorting out our pension plans and I have also referred him to o...
Over the years we have built up a good relationship with John. He has taken the time to understand our circumstances and situation, helping us to make sound investment decisions by listening to our requirements and gaining our trust. I have no hesitation in recommending John.
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...
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 to...
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 r...
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 pr...
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...
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.
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...
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.
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 tho...
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 directive...
John has been our financial adviser since we moved to Cumbria many years ago. He has always been to exceptional help in advising and supporting us and his advice has always been excellent. I have no hesitation at all in recommending him to anyone.
I look forward to seeing the fruits of the ...
I have dealt with John for some years now and have always found him to be honest in referrals to unit trusts I have purchased. Up front with his opinions and always asks if I am sure that what I am doing is OK with my finances and I am not over stretching by budget.
John has been our Financial Adviser for a number of years. He knows our needs and circumstances and advises us accordingly.
I would recommend him to anyone seeking sound, trustworthy advice on financial matters.
I believe John has given me sound advice as he explained things in easy to understand language and I am clueless when it comes to finance. I will be recommending John to friends and family.
John Sherlock has been our Wealth Management Adviser for several years. He not only advises us on the best way to manage our funds but always gives us a clear explanation about how the money will be invested. He is never satisfied until we are quite clear about what he is suggesting – sometimes by...
John has been our financial adviser for over 5 years because he takes the time to explain things properly in a way that we can understand. John doesn’t sell, he simply provides relevant, jargon-free advice. He has been instrumental in sorting out our pension plans and I have also referred him to o...
Over the years we have built up a good relationship with John. He has taken the time to understand our circumstances and situation, helping us to make sound investment decisions by listening to our requirements and gaining our trust. I have no hesitation in recommending John.
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.
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