Our Vision

Sherpa Financial Group is a self-sustaining business that is here for the long term. Our   client base is fiercely loyal, and they are in no doubt as to the positive impact the business has made to their lives, goals and dreams.

Our Mission

Sherpa Financial Group is a team of hard working and passionate professionals. We have created a flexible work environment, to better serve our clients and their varying needs and circumstances.

At Sherpa Financial Group we recognise that, in order to make a positive difference to someone’s life, we need to provide the right answers and a high level of comfort by teaching those people the reasoning behind those answers. We focus on educating our clients so that they understand the difference we make, feel confident about their futures and reach their desired objectives.

Our Values

• Always do the right thing not the easy thing, with 100% transparency

• Take ownership and are committed to our clients objectives

• Real belief in everything we do

• Our clients and our people are armed with the knowledge to make decisions on their future

• All our clients, staff and referral partners enjoy each interaction with the business

• We have true empathy for all our stakeholders in all our dealings