bdhSterling
Dan Ash-Wentworth has extensive experience in the financial services sector, currently serving as a Financial Planner at bdhSterling since October 2017. Prior to this role, Dan worked as a Client Associate at deVere USA from January 2016 to April 2017 and as a Graduate Wealth Advisor at deVere Group for a brief period in 2015. The deVere Group is recognized as the largest privately owned international financial advisory, managing substantial client assets. Earlier experience includes a position as a UK Sales Consultant at Golfbreaks.com, where Dan was responsible for selling golfing trips. Dan Ash-Wentworth holds a Bachelor’s Degree in Business, Management, Marketing, and Related Support Services from the University of Gloucestershire, completed in 2015.
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bdhSterling
bdhSterling is a financial planning firm regulated in both the UK and Australia. We are proud to be an award winning Chartered financial planning firm with offices in both countries. We have a team of experienced advisers qualified to give advice in both jurisdictions. This means we’re able to support our clients throughout their entire journey between the two countries. As an independent firm, we’re able to give truly objective advice – something that’s really important when focusing on the individual. As financial planners, we focus on people and what’s most important to them. We don’t sell financial products but instead look to the future – towards your goals and aspirations and how we can help you achieve them. We’re specialists in advising clients when it’s appropriate to transfer UK pensions overseas with our experienced adviser team producing high level pension transfer advice and strategies for UK pension members who have moved abroad or who are looking to make the move.