bdhSterling
Simon Harvey has extensive experience in the financial services industry, currently serving as Group Managing Director at bdhSterling since March 2009. Prior to this role, Simon held the position of Senior Financial Planner at Montfort from January 2004 to March 2009, and worked as a Corporate Pensions Consultant at Legal & General from September 1999 to January 2003. Educational background includes attendance at Glyn School.
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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.