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Savings Banks, Financial Consultants, City Tax Offices, Investment Banks

Sterling Financial Planning Limited

Sterling Financial Planning Limited is a financial services company based in Birmingham, England. They offer a range of services including financial consulting, investment banking, savings banking, and public sector and society support. Their team of experts provides personalized solutions to help clients achieve their financial goals. Sterling Financial Planning Limited is committed to providing top-notch services to their clients and is dedicated to helping them navigate the complex world of finance.

Introduction to Sterling Financial Planning Limited

Sterling Financial Planning Limited is a financial services company based in Birmingham, England. Founded in 1993, the company has a long history of providing expert financial advice to clients. Their mission is to help clients achieve their financial goals and secure their financial future through personalized financial planning.

Services & products

Sterling Financial Planning Limited offers a wide range of financial services, including investment advice, retirement planning, tax planning, and wealth management. They also offer specialized services for businesses, such as employee benefits and business protection. Clients can expect personalized service tailored to their individual needs.

Location

The company is located in Colmore Plaza, a vibrant area in the heart of Birmingham's business district. The area is home to many financial institutions, including investment banks and savings banks, as well as City Tax Offices. Clients can expect a bustling atmosphere and easy access to public transportation. The three closest public transportation options are Birmingham New Street Station (0.4 miles), Snow Hill Station (0.3 miles), and Moor Street Station (0.6 miles).

Benefits

Clients should choose Sterling Financial Planning Limited for their expertise and personalized service. The company has a team of experienced financial consultants who are dedicated to helping clients achieve their financial goals. They take a holistic approach to financial planning and work closely with clients to develop a customized plan that meets their unique needs.

Good to know

Clients should be aware that Sterling Financial Planning Limited is focused on the public sector and society. They are committed to making a positive impact on the community through their work.

Reviews

Customers have praised the company for their professionalism and expertise. They appreciate the personalized service and attention to detail that they receive from the team at Sterling Financial Planning Limited. Overall, clients feel confident in the company's ability to help them achieve their financial goals.

Amenities

  • amenity
    parking
  • amenity
    wi-fi
  • amenity
    wheelchair accessibility
  • amenity
    online appointments
  • amenity
    atm
  • amenity
    credit card payments
  • amenity
    cash payments
  • amenity
    extended hours
  • amenity
    computer
  • amenity
    reception desk
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    online trading
  • amenity
    mobile app
  • amenity
    financial advisory
  • amenity
    investment management
  • amenity
    wealth management
  • amenity
    tax services
  • amenity
    retirement planning
  • amenity
    asset protection
  • amenity
    financial planning
  • amenity
    research analysis
  • amenity
    market analysis
  • amenity
    portfolio management

FAQ

What is the interest rate on savings accounts?

At Sterling Financial Planning Limited, we offer competitive interest rates on our savings accounts. Please contact us for the current rates.

What experience do your financial consultants have?

Our financial consultants at Sterling Financial Planning Limited have years of experience in the financial services industry and hold relevant qualifications and certifications. We ensure that our consultants are up-to-date with the latest industry trends and regulations.

What types of investment services do you offer?

We offer a range of investment services, including portfolio management, asset allocation, and investment planning. Our team of financial consultants works with clients to develop personalized investment strategies based on their financial goals and risk tolerance.

What is your fee structure for investment services?

Our fee structure for investment services varies depending on the specific services required by the client. We provide transparent fee structures and ensure that clients are fully aware of all costs before engaging our services.

How do you ensure confidentiality and security of clients' financial information?

At Sterling Financial Planning Limited, we take the confidentiality and security of our clients' financial information very seriously. We have strict protocols in place to protect sensitive data, including the use of secure servers and encryption technologies. We also require all employees to sign confidentiality agreements and undergo regular training on data protection.