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.
Saving Corporation Tax and providing peace of mind for business owners and their families. Stopping an NHS pension from being caught by the Lifetime Allowance and saving over 100,000 in tax. Tax-efficiently withdrawing money from a business, while planning for expansion and retirement. John has been involved in all our financial decision making for a number of years.
Saving Corporation Tax and providing peace of mind for business owners and their families. Stopping an NHS pension from being caught by the Lifetime Allowance and saving over 100,000 in tax. Tax-efficiently withdrawing money from a business, while planning for expansion and retirement. John has been involved in all our financial decision making for a number of years.
Services
That means we follow a process to build a plan that will achieve your financial objectives and preferred standard of living, both now and in the future. We use sophisticated financial forecasting software to create bespoke financial plans for our clients, reviewing them regularly to keep them on track.
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. 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.
In common with many of our clients, we specialise in working with certain types of people, typically, the owners of small to medium-sized businesses, medical professionals as well as lawyers and accountants. This focus gives us the in-depth knowledge we need to really understand your financial challenges and aspirations.
We work in partnership with many solicitors, lawyers and accountants who regularly refer their clients to us. We all have our specialisms. There are tasks we, as financial planners, can't do for our clients; setting up a will for example, or completing the conveyance on a commercial property purchase.
The bespoke financial plans we create for our clients usually mean implementing financial products, for example, a pension or ISA (Individual Savings Account). Our independence means no restrictions are placed on us when choosing the right product or provider for your needs. We are an Appointed Representative of New Leaf Distribution Ltd and are authorised and regulated by the Financial Conduct Authority (FCA).
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