Providing financial security at home and work
Saving Corporation Tax and providing peace of mind for business owners and their families.
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.
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View our case studies
Learn more about how financial advice has helped our clients.
Providing financial security at home and work
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Reducing tax and planning for retirement
Stopping an NHS pension from being caught by the Lifetime Allowance and saving over £100,000 in tax.
Saving tax and building a retirement strategy
Tax-efficiently withdrawing money from a business, while planning for expansion and retirement.