Sterling Financial Planning Limited

Independent Financial Adviser Neville House, 42-46 Hagley Road, Edgbaston, Birmingham, B16 8PE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th May 2019
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
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
John Pulahi DipPFS, CeMAP
Financial Planner
What our clients say
John spoke to me first over the phone, following this up with information on his company, before meeting me to go through my queries to see how best he could help. John's way of working is insightful, intelligent and creative, and helped me to consider things I hadn't previously with regards to financial planning.
Sharon, Birmingham
John helped me to first understand what my ideal retirement looked like and then done a wonderful job with the figures that I gave him and showed me exactly what I wanted to know about how it all is put together. He was very friendly and went through the process step by step so that I could understand what he could do for me which was impressive.
R A, Birmingham
John didn't just advise me on how to transfer my pensions, but more importantly, he helped me and my family to use our pensions and savings to create a financial plan from now until retirement - this is something we could never really get our heads around until John guided us through this!
Andrew, Birmingham
John is a diligent, experienced financial advisor and I have used him for many years for guidance on my pension. He has conducted in-depth reviews of my financial circumstances, current provision and future aims as well as analysing information and preparing plans best suited to my individual requirements. With his strong knowledge of the marketplace, Im never in doubt that he keeps up to date with financial products and legislation. I like that he reviews and responds to my changing needs and financial circumstances and I would have no hesitation in recommending him.
Mindy, London
With retirement looming and little idea of what a pension, let alone a lump sum, actually meant in financial and particularly inland revenue terms we needed someone who understood these issues. Thanks to John's previous experience he understood precisely our circumstances. Second he was able to lay out the options in clear comprehensible jargon-free language. Third he similarly answered the (many) questions the process generated. We now understand precisely where we are with our investments, in essence have simplified an overly complex situation that had grown erratically and are set fair for future investment as and when.
Peter, Gloucestershire
It has been a refreshing experience working with John on our Financial Planning. He has handled everything from our mortgage and life insurance to long term financial planning making sure our retirement planning is in place. The biggest difference we have found working with John is that he has always recommended what is best for us and built up a real trust in the prices. He has highlighted nuances that we would not have picked up on had we gone it alone. Highly recommended.
G S, Birmingham
John has given me peace of mind because he's trustworthy therefore I just let him get on with it.
Nick, Worcestershire
John has been involved in all our financial decision making for a number of years. He has been consistently professional, courteous and considerate on both a business and personal level. John is knowledgeable and passionate, the honesty and integrity he operates have ensured all our financial requirements have been transparent and advantageous. We have no hesitation in recommending his professional services.
Chris, Birmingham
Where to find us

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

Make an enquiry
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?

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Sterling Financial Planning Limited is an appointed representative of Flying Colours Finance Ltd, which is authorised and regulated by the Financial Conduct Authority. Sterling Financial Planning Limited is entered on the Financial Services register under reference 725821. Flying Colours Finance Ltd is entered on the Finance Services register under reference 672022.

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