Sherpa Financial Solutions Limited
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Sherpa Financial Solutions Limited - overview
Established
2016
Location
-, -, UK
Primary Industry
Financial Services
About
Based in London, UK, and founded in 2016, Sherpa Financial Solutions Limited delivers client-focused financial services, including investment advice, retirement planning, and insurance solutions. In October 2025, MKC Wealth Ltd. , a portfolio company of Cabot Square Capital, acquired Money Flow Ltd, Goldcrest Financial Planning, Berg-Davies Associates LTD, and Sherpa Financial Solutions Limited. Sherpa offers a range of financial services including pensions and retirement planning, investment management, life and commercial insurance, and debt advisory.
Its approach is tailored to individual client needs, with a focus on long-term financial wellbeing.
Current Investors
MKC Wealth Ltd.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Sherpa Financial Solutions Limited - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Sherpa Financial Solutions Limited | - |
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