From our first meeting we knew we were dealing with a professional and knowledgeable team at BdhSterling. Louise took the time to get to know us and compiled a good comprehensive plan for our future.... Zobacz więcej
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From our first meeting we knew we were dealing with a professional and knowledgeable team at BdhSterling. Louise took the time to get to know us and compiled a good comprehensive plan for our future.... Zobacz więcej
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Dealing with Paul has been a pleasure, I enjoyed the call we had, and whilst professional it was also friendly and we did have some common ground and a bit of a laugh.
For over 5 years I had been trying to get my uk private pension over to Australia, the pension company lost emails ,denied even receiving them then the whole process would start again. My financial... Zobacz więcej
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We are very pleased to have Andrew Oakley as our bdhSterling Financial Planner. He always makes himself available whenever we have any questions or concerns outside our regular scheduled planning meet... Zobacz więcej
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We’re a Chartered financial planning firm based in the UK and Australia. As a dual-licensed firm with offices in both countries, we’re ideally placed to help residents and expats alike to ensure their financial future is smooth sailing - wherever life takes them. With considerable years of experience in this field, we use our in-depth knowledge to help clients deal with the complex financial requirements that come with emigrating and settling in a new country. Our expert team work closely with clients through every step of their journey, providing comprehensive, tailored solutions for their pensions, savings, and investments. We'd love to hear from you, so get in touch to find out how we can help you.
Capitol Square, 4-6 Church St, Epsom, KT17 4NR, Surrey, Zjednoczone Królestwo
Dealing with Paul has been a pleasure, I enjoyed the call we had, and whilst professional it was also friendly and we did have some common ground and a bit of a laugh.
Excellent service and professional input from Paul Lawson-Tyers and his team. I would highly recommend them for any UK pension advice matters, especially in relation to QROPS transfers.

Odpowiedź od bdhSterling
From our first meeting we knew we were dealing with a professional and knowledgeable team at BdhSterling. Louise took the time to get to know us and compiled a good comprehensive plan for our future. She and her team guided us though every step along the way of what was, to us, a complicated exercise. We feel confident that Louise will be there whenever we need further advice or help in the future. An excellent company to work with.

Odpowiedź od bdhSterling
As always our review appointment with our adviser was excellent all our questions were answered efficiently and we'll explained. The appointment was not rushed and there was space to chat, even off subject.

Odpowiedź od bdhSterling
bdhSterling helped us with the transfer of our UK pensions to Australia. They helped us set up an SMSF and have been looking after this SMSF for many years now.
bdhSterling have done everything they promised they would do and more for me and my wife. We have no regrets in engaging them to work on our behalf.
Nick Bond was our original advisor and this role was taken over by Tony Dimitrovsky. Both advisors have done a great job for us and we trust them totally.

Odpowiedź od bdhSterling
I have been with bdhSterling for a number of years and they consistently provide an excellent service. Great people with great knowledge.

Odpowiedź od bdhSterling
excellent company providing robust advice and processed requirements service is done in a timely and friendly manner. I've been with them for many, many years and have received first class support.

Odpowiedź od bdhSterling
We are very pleased to have Andrew Oakley as our bdhSterling Financial Planner. He always makes himself available whenever we have any questions or concerns outside our regular scheduled planning meetings. His financial advice is sound and covers a broad range of topics. Andrew is very personable and a pleasure to deal with.

Odpowiedź od bdhSterling
I am receiving advice from Steph Mills regarding the transfer of a pension from the UK to an Australian SMSF. Steph is responsive, channels enquiries that she cannot answer to the correct people and has proved open to working with other financial advisors that I engage. Steph is professional and communicates very well.

Odpowiedź od bdhSterling
Good communicators.
Our Financial Adviser is professional, knowledgeable and personable.

Odpowiedź od bdhSterling
John makes it easy to understand what’s happening with our money and how to make it work for us.
Very happy with BDH Sterling

Odpowiedź od bdhSterling
Practical clear financial advice in a very complex environment, working with both Australian and UK Tax systems.

Odpowiedź od bdhSterling
For over 5 years I had been trying to get my uk private pension over to Australia, the pension company lost emails ,denied even receiving them then the whole process would start again.
My financial planner recommended bhd sterling to me and within 6 months it’s finally being settled.
Great staff, kept me informed all the way of the process.
100% would recommend them

Odpowiedź od bdhSterling
Upon retirement I had some legacy policies in the UK which I needed to close and transfer to Australia. Dealing direct with the companies in the UK proved to be frustrating but BDH, having both a local Perth office and UK office were able to facilitate the process brilliantly. Daniel Ash-Wentworth our advisor in the Perth office seamlessly coordinated the transfer despite delays by the provider and was great with constant communication so we knew what was happening at all stages. His knowledge of both UK and Australian rules and markets is impressive. Highly recommended!

Odpowiedź od bdhSterling
John and Brody always take the time explain everything in plain language which is easy for us understand. No question is stupid. Always have our position as their number one priority.

Odpowiedź od bdhSterling
From previous experiences with other financial advisors, i was somewhat reticent before engaging bdhsterling. However, I am delighted to say, they have exceeded my expectations. Georgia sat and listened and then gave good, easy to understand advice, which was focused on my needs. Definitely recommended.

Odpowiedź od bdhSterling
Paul and his team showed great persistence assisting me transfer 2 international pensions, a process that ended up taking years.
I couldnt have done it without Pauls guidance.

Odpowiedź od bdhSterling
The explanations by your team are excellent and enjoyable to take part in

Odpowiedź od bdhSterling
I am an expat who has been living in New Zealand for the past 14 years, and I am now reaching the age where I can begin drawing down my UK pension. As part of this process, NZ Funds referred me to bdhS, where Paul became my financial planner.
Paul and I had two video calls—the first to understand my background and goals, and the second to discuss his detailed report. Thanks to these conversations, I felt fully informed and confident in making my decision about how to proceed.
Paul was extremely knowledgeable, friendly, and engaging throughout. I would not hesitate to seek his advice again in the future and would highly recommend him to anyone needing guidance with their pension.

Odpowiedź od bdhSterling
We are transfering our pensions from the UK which is a complex proceedure requiring specialist knowlege, The team at BDH have guided us through the whole proceedure in a tax efficient and stress free way.

Odpowiedź od bdhSterling
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