bdhSterling Avis 

We met with Charlotte Evrad after she kindly offered to step in to our meeting at very short notice when her colleague was sick.

After briefly explaining our current situation to Charlotte, she quickly and concisely explained all the options we had open to us. Most importantly she pointed out the possible tax implications of making certain choices and accessing my UK pension from Australia.

This advice was invaluable and potentially has saved me thousands of dollars in unknown tax amounts at this stage.

I can thoroughly recommend that anyone seek similar advice with Charlotte and with any other member of their team.

Thanks again Charlotte :)

Mark R

I would like to mention Paul Lawson Tyers who has been sorting out pensions in the Uk for me. three went through very smoothly but the last one a different company from the previous three has been a nightmare for him I am sure, but he has persevered and has now sorted that matter out. I have been kept informed throughout the process both with him and Melissa (customer service manager) who makes all the emails and directions easy to follow. They respond to emails quickly with answers that do not make you feel your questions are silly. I have no hesitation in recommending Paul Lawson Tyers to help you sort out your pensions.

We have been with BDH Sterling for the past 8 years and generally our experience has been good. Recently, BDH has changed its reporting to a system that is totally meaningless to me. I no longer have any idea what my fund is worth, instead I get reams of transactional information.

I used bdhSterling to transfer pensions held in the UK to my SMSF here in Aus. I did considerable research into at least 15 different agents before landing on bdh. The service I received from Daniel and the entire team in Aus and the UK was excellent. I have no hesitation in recommending them to others.

John Harrower has been our Financial Adviser for more years than we can remember. He brings a personal touch to bdhSterling and we have never had to question his advice. We would not deal with anyone else.

In my opinion bdhSterling is an excellent company to deal with. They are trustworthy and fulfil all of their promises. They are responsive to queries and always do their utmost to provide a satisfactory response. I would highly recommend bdhSterling.

Had a discussion with Ann-Marie our advisor regarding our portfolio. We discussed option for our investments going forward. Ann-Marie is very experienced and knowledgeable and we have confidence that when she suggests alterations to our portfolio she understands our needs and objectives and is always working to meet them. Thank you Ann-Marie your ongoing assistance is very much appreciated.

Solid, impartial financial advice for arranging pension transfers from UK to Aus. And despite the time difference, transactions are always handled efficiently and effectively.

I am a novice investor, with very limited knowledge of the markets. I have been guided by Kevin Tutt throughout the experience, and especially during the recent economic upheavals brought about by an ex PM. I am more than happy for my investments to be managed by bdhSterling

People are very knowledgeable and set things out so clearly though dealing with complex matters. Also very patient with clients like me! They cover pensions and tax both in Australia and the UK , so perfect for ex pats like me (originally UK now Australia). Also very friendly staff and delightful to deal with.

My dealings have been very constructive. John Vailes and his team have been the epitome of professionalism and courtesy.

John had been looking after me and my portfolio for years. Never let me down. Very approachable and reliable for as long as I have known him.

We have been with bdhSterling for 10 years. Initially in the UK with Nick Bond and over the last few years with John Vailes in Australia. We have always found all staff to be efficient and professional. Any questions we ask have always been answered promptly. We have been more than happy with their service over the years and would highly recommend them.

Just wanted to say what a great service BDH Sterling provided. Prompt, informative, accurate and responsive. A couple of things really stood out: 1) Paul Lawson-Tyers - really great manner, enjoyed our conversations. and 2) His report. I've read a few over the years - but this was by far the best i've seen. Easy to read, easy to understand, straight to the point - loved it. Excellent job. Thankyou!

We contacted BdhSterling just prior to emigrating to Australia. They were knowledgeable and thorough. Our contact was efficient and communicative and the individual reports were informative and provided promptly.

I’ve worked with BDH for the last seven years on a number of my pensions. They are a first class group in both Australia and the UK. When you are moving money or making significant decisions on pension structure it’s a big deal and often a worry. It’s hard to find financial advisors who you can trust, who give advice best suited for you and who have the technical skills to execute. BDH have never let me down, it’s been a great relationship.

We have been with bdhSterling Perth for years. They have helped with pension transfers from the UK, setting up and maintaining our Self Managed Super and in planning for our retirement. John is a pleasure to work with, and manages to make complex financial matters clear and understandable for us. We feel much more confident in our financial future with him working with us. We have recommended bdhSterling to our grown up kids and friends. Very happy to recommend them here.

Paul and Louise always conduct annual reviews and are available throughout the year. The admin team are very responsive

We have been with the group prior to BDH initially with Russell an now John as our advisors, as such we have always been happy with the advice given. The only concern we have raised is with how BDH might change as it grows into a bigger business, these concerns are not with John as the advisor but more with how BDH will change the personal experience with both short and long term clients

Several years ago, I discovered bdhSterling when searching for a hassle-free and tax-efficient method to transfer my UK superannuation to Australia. As managing finances can be a stress-inducing task for me, I entrust bdhSterling with the responsibility of managing my retirement funds, and they have been doing an outstanding job. While the team keeps me updated, I rely on their comprehensive understanding of the financial markets to make the ultimate decisions.
John Vailes and his team do an exceptional job.