Sherpa Family Wealth processed pension withdrawals to fund holidays.
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Variety is the spice of life and I’m currently enjoying the work that’s on my desk: -combining 3 shareholders pensions to allow them to make a loan to their business (ex…
Company
Sherpa Family Wealth
Financial planning for you and your family.
- Industry
- Financial Services
- Location
- Leicester, GB
- Company size
- 2–10 employees
About Sherpa Family Wealth
Sherpa Family Wealth is an independent financial planning practice guiding families to grow, protect, and transfer their wealth with clarity and confidence. We believe good financial planning should be built around what matters most to you and your family. Our fixed fee approach allows our advice to connect all aspects of your financial life, helping you make confident decisions for today and for future generations. James Freshney - 07984 170 310 Jack Silk - 07961 154 660
See moreLatest activity
Latest activity from Sherpa Family Wealth
7 signals
Products & Services
Sherpa Family Wealth modulated various expenditure scenarios for clients looking to exit via an employee ownership trust.
Products & Services
Sherpa Family Wealth implemented Whole of life insurance to fund inheritance tax.
Products & Services
Sherpa Family Wealth finalised business life insurance to protect the business and family as they borrow to expand.
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