Welcome to Sterling Financial Planning

We are financial planners, based in Birmingham, working with clients in the West Midlands.

We’ll solve your immediate financial challenges as well as looking to the future. That starts by understanding you and what you want from life. We’ll then review your current financial position and put a plan in place to deliver your financial aspirations.

Finally, we’ll review that plan regularly, to ensure it remains on course.

Who we typically work with

Small & medium
sized businesses

Helping business owners plan tax-efficiently for the future. Read more


Specialist advice for doctors, consultants and dentists. Read more

solicitors & lawyers

High-quality financial advice for fellow professionals. Read more

View our case studies

Learn more about how financial advice has helped our clients.