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
Helping business owners plan tax-efficiently for the future.
Specialist advice for doctors, consultants and dentists.
High-quality financial advice for fellow professionals.
solicitors & lawyers
View our case studies
Learn more about how financial advice has helped our clients.