From our first meeting we knew we were dealing with a professional and knowledgeable team at BdhSterling. Louise took the time to get to know us and compiled a good comprehensive plan for our future.... Voir plus
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Lisez les avis des autres
The BDH team have been fantastic. They helped me with a problem I could never have completed on my own. Their communication has been top rate, and their staff are a pleasure to work with. I am very ha... Voir plus
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For over 5 years I had been trying to get my uk private pension over to Australia, the pension company lost emails ,denied even receiving them then the whole process would start again. My financial... Voir plus
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We are very pleased to have Andrew Oakley as our bdhSterling Financial Planner. He always makes himself available whenever we have any questions or concerns outside our regular scheduled planning meet... Voir plus
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À propos de l'entreprise
Écrit par l'entreprise
We’re a Chartered financial planning firm based in the UK and Australia. As a dual-licensed firm with offices in both countries, we’re ideally placed to help residents and expats alike to ensure their financial future is smooth sailing - wherever life takes them. With considerable years of experience in this field, we use our in-depth knowledge to help clients deal with the complex financial requirements that come with emigrating and settling in a new country. Our expert team work closely with clients through every step of their journey, providing comprehensive, tailored solutions for their pensions, savings, and investments. We'd love to hear from you, so get in touch to find out how we can help you.
Coordonnées de contact
Capitol Square, 4-6 Church St, Epsom, KT17 4NR, Surrey, Royaume-Uni
- +44 1372 724 249
- enquiries@bdhsterling.com
- bdhsterling.com
The BDH team have been fantastic
The BDH team have been fantastic. They helped me with a problem I could never have completed on my own. Their communication has been top rate, and their staff are a pleasure to work with. I am very happy to give them five stars.
22 avril 2026
Avis spontané
Réponse : bdhSterling
Thank you Jeffrey - your review has put a big smile on all our faces here at bdhSterling! We are delighted that we've been able to help you so effectively and that you found our commination top rate.
Thank you for taking the time to leave such a lovely review.
Warm regards, Danielle Jackson (Marketing Manager)
Paul Lawson-Tyers - A pleasure to work with
Dealing with Paul has been a pleasure, I enjoyed the call we had, and whilst professional it was also friendly and we did have some common ground and a bit of a laugh.
16 avril 2026
Avis spontané
Réponse : bdhSterling
Thanks very much for the lovely review, Scott. It’s great to hear that you found working with Paul such a positive experience.
Warm regards, Danielle Jackson (Marketing Manager at bdhSterling)
Excellent service and professional…
Excellent service and professional input from Paul Lawson-Tyers and his team. I would highly recommend them for any UK pension advice matters, especially in relation to QROPS transfers.
10 avril 2026
Avis spontané
Réponse : bdhSterling
Dear Nick,
Thank you for taking the time to share your experience. Paul Lawson‑Tyers and the team will be pleased to hear your feedback, and we’re grateful for your recommendation.
Many thanks, Danielle Jackson (Marketing Manager)
Excellent company
From our first meeting we knew we were dealing with a professional and knowledgeable team at BdhSterling. Louise took the time to get to know us and compiled a good comprehensive plan for our future. She and her team guided us though every step along the way of what was, to us, a complicated exercise. We feel confident that Louise will be there whenever we need further advice or help in the future. An excellent company to work with.
1 novembre 2025
Avis spontané
Réponse : bdhSterling
Dear Pauline,
Thanks so much for the lovely review. It has really put a smile on our face. It's great to hear how happy and confident you are working with Louise Duncan and the whole team at bdhSterling. Your recommendation truly means a lot to us!
Warm regards, Danielle Jackson (Marketing Manager)
SMSF review appointment
As always our review appointment with our adviser was excellent all our questions were answered efficiently and we'll explained. The appointment was not rushed and there was space to chat, even off subject.
31 mars 2026
Avis spontané
Réponse : bdhSterling
Dear Robyn,
Thank you very much for your thoughtful review. We’re delighted to hear that your SMSF review appointment was such a positive experience.
We appreciate you taking the time to share your feedback. Thank you for your continued trust in bdhSterling.
Warm regards, Danielle Jackson (Marketing Manager)
We highly recommend bdhSterling
bdhSterling helped us with the transfer of our UK pensions to Australia. They helped us set up an SMSF and have been looking after this SMSF for many years now.
bdhSterling have done everything they promised they would do and more for me and my wife. We have no regrets in engaging them to work on our behalf.
Nick Bond was our original advisor and this role was taken over by Tony Dimitrovsky. Both advisors have done a great job for us and we trust them totally.
27 mars 2026
Avis spontané
Réponse : bdhSterling
Dear David,
Thank you very much for your kind review. We’re delighted to hear that your experience with bdhSterling has been so positive. It’s wonderful to know that both Nick and Tony have earned your trust and provided the high level of service we strive for.
We truly appreciate you taking the time to share your experience and for recommending us so warmly.
Kind regards, Danielle Jackson (Marketing Manager)
Excellent Company
I have been with bdhSterling for a number of years and they consistently provide an excellent service. Great people with great knowledge.
19 janvier 2026
Avis spontané
Réponse : bdhSterling
Thank you so much for your lovely review, Timothy. We’re delighted to hear that you’ve consistently had a great experience with bdhSterling over the years. Your kind words about our team and their knowledge mean a great deal to us.
Many thanks, Danielle Jackson (Marketing Manager)
excellent company providing robust…
excellent company providing robust advice and processed requirements service is done in a timely and friendly manner. I've been with them for many, many years and have received first class support.
20 mars 2026
Avis spontané
Réponse : bdhSterling
Dear William,
Thank you very much your lovely review. We’re truly grateful for your longstanding trust and support over the years. It’s wonderful to hear that you’ve consistently received robust advice, timely service, and friendly assistance from our team.
We’re delighted that your experience has remained first rate throughout your time with bdhSterling.
Warm regards, Danielle Jackson (Marketing Manager)
Sound financial advice
We are very pleased to have Andrew Oakley as our bdhSterling Financial Planner. He always makes himself available whenever we have any questions or concerns outside our regular scheduled planning meetings. His financial advice is sound and covers a broad range of topics. Andrew is very personable and a pleasure to deal with.
23 mars 2026
Avis spontané
Réponse : bdhSterling
Thank you for sharing your feedback. We’re delighted to hear how pleased you are with the support Andrew Oakley provides. It’s wonderful to know that his availability, financial expertise, and personable approach have made a positive difference to your planning experience.
Many thanks again,
Danielle Jackson (Marketing Manager)
I am receiving advice from Steph Mills…
I am receiving advice from Steph Mills regarding the transfer of a pension from the UK to an Australian SMSF. Steph is responsive, channels enquiries that she cannot answer to the correct people and has proved open to working with other financial advisors that I engage. Steph is professional and communicates very well.
3 février 2026
Avis spontané
Réponse : bdhSterling
Dear David,
Thank you for taking the time to share this review. I’m delighted to hear that your experience working with Steph Mills has been so positive. It’s wonderful to know that her support and professionalism has helped make the pension transfer process smoother for you.
Thank you again for your thoughtful comments.
Danielle Jackson (Marketing Manager)
Australian Super
Good communicators.
Our Financial Adviser is professional, knowledgeable and personable.
22 mars 2026
Avis spontané
Réponse : bdhSterling
Dear Peter,
Thank you for your lovely feedback. We’re delighted to hear that you’ve found your Financial Adviser so knowledgeable while also being personable. We truly appreciate you taking the time to share your experience.
Kind regards,
Danielle Jackson (Marketing Manager)
John makes it easy to understand what’s…
John makes it easy to understand what’s happening with our money and how to make it work for us.
Very happy with BDH Sterling
14 janvier 2026
Avis spontané
Réponse : bdhSterling
Hi Vanessa,
Thank you for your wonderful feedback. We’re so pleased to hear that John Vailes has helped make your financial journey clearer and more confident. It’s great to know you’re so happy with your experience at bdhSterling and we really appreciate you taking the time to share it.
Kind regards,
Danielle Jackson (Marketing Manager)
Practical clear financial advice
Practical clear financial advice in a very complex environment, working with both Australian and UK Tax systems.
12 février 2026
Avis spontané
Réponse : bdhSterling
Dear Alison,
Thank you for your kind review. We’re really pleased to hear that you found our advice practical and clear, especially given the complexity of working cross-border!
Warm regards,
Danielle Jackson (Marketing Manager)
For over 5 years I had been trying to…
For over 5 years I had been trying to get my uk private pension over to Australia, the pension company lost emails ,denied even receiving them then the whole process would start again.
My financial planner recommended bhd sterling to me and within 6 months it’s finally being settled.
Great staff, kept me informed all the way of the process.
100% would recommend them
16 mars 2026
Avis spontané
Réponse : bdhSterling
Dear Debra,
Thanks so much for sharing your experience. We’re delighted to hear that, after what sounds like frustrating process, our team were able to help get your UK pension successfully transferred. It’s wonderful to know you felt supported and well informed throughout each stage.
We really appreciate your recommendation and the trust you placed in us.
Warm regards,
Danielle Jackson (Marketing Manager)
Transfer of policies from UK to Australia
Upon retirement I had some legacy policies in the UK which I needed to close and transfer to Australia. Dealing direct with the companies in the UK proved to be frustrating but BDH, having both a local Perth office and UK office were able to facilitate the process brilliantly. Daniel Ash-Wentworth our advisor in the Perth office seamlessly coordinated the transfer despite delays by the provider and was great with constant communication so we knew what was happening at all stages. His knowledge of both UK and Australian rules and markets is impressive. Highly recommended!
18 mars 2026
Avis spontané
Réponse : bdhSterling
Thank you so much for the lovely review, Phil. It’s great to hear how well Daniel supported you throughout your pension transfer, and that having both our Perth and UK offices made the process easier for you. We truly appreciate your recommendation and the trust you placed in us.
Warm regards, Danielle Jackson (Marketing Manager)
John and Brody
John and Brody always take the time explain everything in plain language which is easy for us understand. No question is stupid. Always have our position as their number one priority.
11 décembre 2025
Avis spontané
Réponse : bdhSterling
Thank you very much for your lovely review, Malcolm. It's great to hear you're being so well looked after at bdhSterling.
Kind regards, Danielle Jackson (Marketing Manager)
Good, sound, easy to understand advice
From previous experiences with other financial advisors, i was somewhat reticent before engaging bdhsterling. However, I am delighted to say, they have exceeded my expectations. Georgia sat and listened and then gave good, easy to understand advice, which was focused on my needs. Definitely recommended.
10 décembre 2025
Avis spontané
Réponse : bdhSterling
Many thanks for your lovely review, Rory.
It's amazing to hear that we've exceeded your expectations - I will pass this along to Georgia! Your recommendation is so nice to read and we appreciate you taking the time to leave it.
Thanks again,
Danielle Jackson (Marketing Manager)
Paul showed great persistence
Paul and his team showed great persistence assisting me transfer 2 international pensions, a process that ended up taking years.
I couldnt have done it without Pauls guidance.
16 décembre 2025
Avis spontané
Réponse : bdhSterling
Thank you for your kind review Simon.
I'm glad Paul's persistence and guidance helped you transfer your pensions successfully.
Kind regards, Danielle Jackson (Marketing Manager)
The explanations by your team are…
The explanations by your team are excellent and enjoyable to take part in
3 décembre 2025
Avis spontané
Réponse : bdhSterling
Thank you for the great feedback, Mark!
We’re so pleased to hear you found the bdhSterling team's explanations clear and enjoyable. Your comments mean a lot to us.
Kind regards, Danielle Jackson (Marketing Manager)
Paul Lawson-Tyers
I am an expat who has been living in New Zealand for the past 14 years, and I am now reaching the age where I can begin drawing down my UK pension. As part of this process, NZ Funds referred me to bdhS, where Paul became my financial planner.
Paul and I had two video calls—the first to understand my background and goals, and the second to discuss his detailed report. Thanks to these conversations, I felt fully informed and confident in making my decision about how to proceed.
Paul was extremely knowledgeable, friendly, and engaging throughout. I would not hesitate to seek his advice again in the future and would highly recommend him to anyone needing guidance with their pension.
24 novembre 2025
Avis spontané
Réponse : bdhSterling
Thank you very much for sharing your experience! We’re delighted to hear that Paul Lawson-Tyers provided clear, knowledgeable, and friendly guidance throughout your pension planning process.
We really appreciate your recommendation.
Kind regards, Danielle Jackson (Marketing Manager)
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