How an advice firm was born out of frustration

Advisers James Freshney and Jack Silk met when they both worked together at a wealth management business. "We worked together for a number of years moving through the administration departments," Freshney told Professional Adviser. "As we both passed our exams and graduated into advice, we went through that journey together." After working together for several years, the adviser duo both left their roles but stayed in touch and later set up Sherpa Family Wealth in November 2025. "We stayed in contact, always bouncing ideas off each other and keeping an eye on what was happening in ...