Welcome to Sherpa Wealth
No two clients, businesses or families are alike, at Sherpa Wealth we take time to understand your goals and aspirations.
As your individual financial guide, we put plans in place so you can navigate the changes in financial climate to better achieve your financial goals. Your journey to the summit can be complex and our goal is making sure you arrive safely and in the best possible condition to undertake the journey back down, leaving you well prepared to hand on wealth to the next generation efficiently.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 19/05/2023
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.
