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. 

Professional Services

bdhSterling

bdhSterling's headquarters in Epsom, United Kingdom

This department manages client interactions and administrative support to ensure high levels of service and satisfaction.

Client Services

The Financial Planning Team at bdhSterling is dedicated to providing personalized financial advice to clients navigating both the UK and Australian financial landscapes. Comprising experts in various areas, including pension transfers and risk management, the team focuses on understanding clients' unique goals and aspirations. Their objective, independent advice ensures that clients receive tailored strategies to plan for their financial future effectively, whether they're transferring pensions or seeking comprehensive financial guidance.

Financial Planning Team

This department focuses on providing financial planning services and support to clients.

Financial Planning

This department provides expert advice and planning for individual and organizational financial needs.

Financial Services

The Client Services Team at bdhSterling is dedicated to delivering exceptional support to clients, ensuring their financial planning needs are met seamlessly across both the UK and Australia. Comprised of Client Managers and Administrators, the team facilitates effective communication, manages client relationships, and coordinates the advisory process, ensuring that each client receives personalized and timely assistance as they navigate their financial journey. Their focus is on providing clear guidance and support tailored to the unique aspirations and circumstances of each client.

Client Services Team

The Operations Team at bdhSterling plays a crucial role in ensuring the efficient functioning of the firm's services across both the UK and Australia. They streamline internal processes, enhance operational workflows, and support the advisers in delivering high-quality, tailored financial advice to clients. By focusing on compliance and service excellence, the team helps facilitate seamless communication and coordination, ultimately ensuring that clients receive expert guidance throughout their financial journey.

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Other teams

Financial Planning Team

Financial Planning

Financial Services

Client Services Team

Operations Team