ABOUT JOHN SHERLOCK WEALTH MANAGEMENT LTD
My expertise is in helping you to make sense of the financial market and your options. I work with my
to manage their wealth more effectively, making their money work for them, and not the other way round.
Whether it involves investments, cash, pensions or financial risk and protection, I can help you make sense of it all and advise you on how keep your wealth in the best of health.
Through a dedicated network of advisers, St. James's Place can offer face-to-face wealth management advice on a wide range of financial products and services, tailored to meet your own specific circumstances.
At John Sherlock Wealth 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 John Sherlock Wealth 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;
KEY FINANCES
Year
2016
Assets
£201.61k
▲ £164.12k (437.85 %)
Cash
£176.78k
▲ £153.16k (648.48 %)
Liabilities
£131.6k
▼ £-459.85k (-77.75 %)
Net Worth
£70.01k
▼ £623.97k (-112.64 %)
REGISTRATION INFO
-
Check the company
-
UK
-
South Lakeland
- Company name
- JOHN SHERLOCK WEALTH MANAGEMENT LTD
- Company number
- 08291937
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
13 Nov 2012
Age - 13 years
- Home Country
- United Kingdom
CONTACTS
- Website
- johnsherlock.co.uk
- Phones
-
01539 724 300
07738 121 338
- Registered Address
- 63 LARCH GROVE,
KENDAL,
LA9 6AX
ECONOMIC ACTIVITIES
- 64999
- Financial intermediation not elsewhere classified
LAST EVENTS
- 22 Nov 2016
- Confirmation statement made on 13 November 2016 with updates
- 30 Aug 2016
- Total exemption small company accounts made up to 30 November 2015
- 05 Jan 2016
- Registration of charge 082919370001, created on 5 January 2016
CHARGES
-
5 January 2016
- Status
- Outstanding
- Delivered
- 5 January 2016
-
Persons entitled
- Metro Bank PLC
- Description
- Fixed and floating charges over the undertaking and all…
See Also
Last update 2018
JOHN SHERLOCK WEALTH MANAGEMENT LTD DIRECTORS
Sherlock John Charles Jr
Acting
PSC
- Appointed
- 13 November 2012
- Occupation
- Company Director
- Role
- Director
- Age
- 61
- Nationality
- British
- Address
- 63 Larch Grove, Kendal, England, LA9 6AX
- Country Of Residence
- England
- Name
- SHERLOCK, John Charles, Jr
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Susan Jane Sherlock
Acting
PSC
- Appointed
- 13 November 2012
- Occupation
- Company Director
- Role
- Director
- Age
- 57
- Nationality
- British
- Address
- 63 Larch Grove, Kendal, England, LA9 6AX
- Country Of Residence
- England
- Name
- SHERLOCK, Susan Jane
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
REVIEWS
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Excellent according to the company’s financial health.