Sterling Financial Planning Limited

Independent Financial Adviser  Neville House, Birmingham, West midlands, B16 8PE
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FCA authorised
Last authorised 13th July 2020
We are financial planners, helping medical professionals, solicitors, accountants and business owners in the West Midlands plan their financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
John Pulahi DipPFS, CeMAP
Financial Planner
About us

Our clients are specialists in their field. So are we.

We are financial planners, specialising in working with three groups of people:

- Medical professionals

We typically work with GPs, dentists or consultants at one of the West Midlands’ many hospitals.

Generally in their 50s, they are considering their retirement options. Many want to finish work before the traditional retirement age for their profession. We will show you how to retire on your terms; at a time of your choosing and with an income sufficient to sustain your lifestyle.

- Business owners

Your personal and corporate finances are inextricably linked. We therefore produce a plan for both, to achieve your corporate and personal financial goals.

Specifically, that might mean helping you withdraw money from your business more tax-efficiently, helping you plan for the sale of your business or helping you buy your business premises tax-efficiently.

- Accountants and solicitors

Our professional clients often have relatively complex financial lives. Many are business owners, perhaps with multiple partners, where competing ages, priorities and outlooks create complications.

We will help solve your current financial challenges, then look to the future, ensuring your finances are in the best shape possible to help.

Our services

We are financial planners: We use sophisticated financial forecasting software to create bespoke plans designed to ensure you achieve your financial objectives and preferred lifestyle.

We are independent: Our independence means we are not restricted to a single product provider, allowing us to source only the best for our clients.

Our relationship is with you not your money: Money is simply a means to an end. Until we know you, your beliefs, what you want to achieve in life and the aspirations you have, how can we possibly start to advise you?

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Neville House, 42-46 Hagley Road, Edgbaston, Birmingham, B16 8PE

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