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Providing financial security at home and work

Saving Corporation Tax and providing peace of mind for business owners and their families.

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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.

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Saving tax and building a retirement strategy

Tax-efficiently withdrawing money from a business, while planning for expansion and retirement.

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If you would like to chat to us, please call 0330 321 1405 or complete the form below and we’ll get in touch.

What do our clients have to say?

“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.”
“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.”

Contact us

Colmore Building
20 Colmore Circus Queensway
Birmingham
B4 6AT

0330 321 1405

hello@sterling-ifa.co.uk

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Accreditations

Sterling Financial Planning Limited is an appointed representative of New Leaf Distribution Ltd, which is authorised and regulated by the Financial Conduct Authority.  New Leaf Distribution Ltd is entered on the Financial Services register under reference 460421. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

Registered in England and Wales. Company no. 9848924. Registered Office: Colmore Building, 20 Colmore Circus, Queensway, Birmingham, B4 6AT

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