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

Simon Harvey

Rob Teune

Paul Davies

Khan McSween

Steph Mills

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

Financial Planning Team

Operations Team

Client Services Team

About

Team members

Other teams at bdhSterling

Financial Planning Team

Operations Team