John Sherlock

Reference number: 567253

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Introducer appointed representative

John Sherlock can only introduce you to their principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • John Sherlock (FRN 567253) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not John Sherlock.
  • Example: if John Sherlock refers you to a financial adviser, the advice should come from the principal firm, not from John Sherlock itself.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07738 121338

  • Address

    63 Whitchurch Close, Padgate, Warrington, Warrington, WA1 4JP, United Kingdom

In the full report: 2 background checks

  • What kind of line 07738 121338 is
  • Who else gives the postcode WA1 4JP
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • John Sherlock Wealth Management Limited Former name
  • John Sherlock Wealth Management Former trading name
  • Sherlock Financial Management Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

John Sherlock’s history from the FCA register and Companies House, newest first.

Key events (3) All events (7)

2024

18 May 2024

  • Changed its registered name from "John Sherlock Wealth Management Limited"

FCA register

2013

25 April 2013

  • Changed its registered name from "John Sherlock"

FCA register

2011

24 October 2011

  • Became an introducer appointed representative

FCA register

In the full report: all 7 events

  • All 7 events in its history (3 shown here)
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Firms like John Sherlock

Other firms of the same type (financial adviser), nearest first.

In Warrington

123-Wealth LtdWarringtonAppointed representativeBright FS LimitedWarringtonAppointed representativeCheshire Wealth Partnership LimitedWarringtonAppointed representativeClearview Wealth Planning LimitedWarringtonAppointed representativeDJB Wealth Management LtdWarringtonAppointed representativeEfinity Wealth LimitedWarringtonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on John Sherlock

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is John Sherlock FCA authorised?
John Sherlock (FRN 567253) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for John Sherlock?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. John Sherlock (FRN 567253) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not John Sherlock. Example: if John Sherlock refers you to a financial adviser, the advice should come from the principal firm, not from John Sherlock itself. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is John Sherlock’s phone number?
The FCA register lists the phone number 07738 121338 for John Sherlock. If you were given different contact details, use these to check with the firm before going any further.
Is John Sherlock a scam or clone?
John Sherlock is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with John Sherlock?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for John Sherlock's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does John Sherlock use any other names?
It has previously used 3 other names: John Sherlock Wealth Management Limited, John Sherlock Wealth Management and Sherlock Financial Management.

Sources and links

The full report on John Sherlock

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