About us

Get in touch

0330 321 1405

hello@sterling-ifa.co.uk

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

Meet John, at work

Sterling Financial Planning was founded by John Pulahi.

John is a financial planner specialising in working with:

  • Small / medium-sized businesses
  • Medical professionals; typically GPs, dentists and hospital consultants
  • Professionals such as solicitors and accountants

John’s clients are usually, although not always, in their 50s, or older, and keen to plan carefully for their retirement and the years after they finish working.

Both John and Sterling Financial Planning are authorised and regulated by the Financial Conduct Authority. You can find the entry on the FCA’s register of financial advisers by clicking here.

To prove they have the required qualifications and undertake regular professional development every financial adviser must have an up-to-date Statement of Professional Standing. You can view John’s by clicking here.

Meet John, at home

John is married and has two boys aged seven and four.

Family is massively important to John. That’s reflected in the type of clients he tends to work with, who are usually as family orientated as he is.

John has a passion for self-development. He regularly listens to podcasts and reads constantly, all in an effort to better understand how people think and work, which allows him to constantly improve as a financial planner.

John’s other passion is travel. He has previously visited much of the Far East, although since his two children were born his trips are now limited to places closer to home such as Barcelona, where he and his family visited last year.

In the little spare time he has, John has a new-found enthusiasm for kickboxing, having started to train his son. He has also recently taken up golf.

Meet John's clients

 

“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 with have ensured all our financial requirements have been transparent and advantageous. We have no hesitation in recommending his professional services.”

“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 real trust. He has highlighted nuances that we would not have picked up on had we gone it alone. Highly recommended.”

“Firstly, thanks to John’s previous experience he understood precisely our circumstances. Secondly, he was able to lay out the options in clear comprehensible jargon-free language. Finally, he similarly answered the (many) questions the process generated.”

“John inspires confidence and indeed his understanding of detail and what makes up the jigsaw of financial planning is truly awesome and indeed reassuring.”

“John is a diligent, experienced financial adviser and I have used him for many years for guidance on my pension. With his strong knowledge of the marketplace, I’m 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.”

“I am very grateful to John who provided invaluable, clear and precise advice in relation to a number of financial products and options I am exploring. Like any expert in their respective area, John was able to explain complex products and financial options in a very simple and understandable manner. When I do proceed with my financial planning, I will definitely be working with John. I have no hesitation in recommending him to others either.”

Personal Finance Society

The Personal Finance Society is the leading professional body for the UK financial planning profession. Its mission is to raise professional standards. The Personal Finance Society is part of the CII, the leading professional body for the global financial services profession. The CII has been at the forefront of setting professional standards since receiving its Royal Charter more than a Century ago.

What do our clients have to say?