bdhSterling
Paul Davies has a strong background in financial planning and retirement planning. Paul has served as a Director at bdhSterling since 2009, specializing in providing financial planning services to clients and being a UK pension transfer specialist. Prior to that, they worked at a small IFA firm as a Financial Adviser, becoming an expert in UK to overseas pension transfers. Paul also worked as a Pension Technical Consultant at Standard Life UK and as a Client Support Administrator at NORWICH UNION LIFE & PENSIONS LIMITED.
Paul Davies attended Richmond College of Further Education from 1988 to 1990, where they pursued a BTEC National Diploma in Business Studies and Finance. Paul'sfield of study specifically focused on Business Studies and Finance during this period.
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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.