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JOHN SHERLOCK WEALTH MANAGEMENT LTD

Company
JOHN SHERLOCK WEALTH MANAGEMENT LTD (08291937)

JOHN SHERLOCK WEALTH MANAGEMENT

Phone: 01539 724 300
A⁺ rating

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

Company name
JOHN SHERLOCK WEALTH MANAGEMENT LTD
Company number
08291937
Status
Active
Categroy
Private Limited Company
Date of Incorporation
13 Nov 2012
Age - 12 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
60
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
56
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.