bdhSterling

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Epsom, United Kingdom

bdhsterling.co.uk
Financial planner· Financial Services

bdhSterling Reviews | Rating 4.8 out of 5 stars (8 reviews)

bdhSterling is located in Epsom, United Kingdom on Capitol Square, 4-6 Church St. bdhSterling is rated 4.8 out of 5 in the category financial planner in United Kingdom. bdhSterling is an independent financial planning firm, based in Epsom in Surrey, providing bespoke financial services and advice to clients in the UK and Australia. We provide financial planning advice to help you achieve your future goals. Are you managing your money in a way that is improving your life? Have you stopped to consider what is truly important to you? Our approach is to sit down with our clients, really get to understand what they’re hoping to achieve, then put a practical financial plan in place to help them reach their life goals. A good financial plan is a road map that shows us exactly how the choices we make today will affect our future. We can help you make wise financial decisions, whatever milestone you might be approaching, whether it be marriage, starting a family, selling a business, changing jobs, or retirement. Our belief is that by using goal-based planning, we can bring clarity and certainty to our clients’ life. After all, a goal without a plan is just a wish. Our financial planning approach will make sure that you are on the right path and through ongoing reviews and discovery we make sure that you remain on track to leading a fulfilled life. To discuss how we may help you, please call us on 01372 724249 or email us at [email protected]

Address

Capitol Square, 4-6 Church St

Phone

+44 1372724249

Company size

11-50 employees

Headquarters

Epsom, Surrey

Founded

2009

Service options

Online appointments

Amenities

Toilets

Open hours

...
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Aine CK

Paul’s expertise in his field is exceptional. I was immediately impressed by his openness and honesty as to how our relationship could work. He was clear in his questioning, and more importantly, I understood what he shared with me. Paul takes the time to know you, listen to you carefully, consider your situation holistically, follow a specific approach to ensure they capture all elements that might impact your situation. A top quality financial advisor whom that I have no hesitation in recommending to family and friends alike.

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Hog-Boy-88

Great Service, Great Team. High Quality Pension Transfer Report - Thanks Guys.

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Tim Phillips

Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time. The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process. I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.

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Sue Honour

The Bdh team have looked after us very well could not be doing our move to Australia without them. I have no hesitation in recommending them to anyone. Thank you.

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Andrew Morton

I was introduced to Paul Lawson-Tyers @ bdhSterling via First Capital Financial Services Limited (Christchurch New Zealand) as we explored the option to transfer my UK pension to NZ. Paul inspired confidence in the process, as its been 20 years since I was last in UK. Over several months working together we made all deadlines and enjoyed the process. 5 stars Paul & Thank you.

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Rosemary Curtis

They really look after me and explain everything very clearly

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Nathan Lewis

We've been with bdhSterling for over 5 years now and have always been very pleased with their service. Paul Lawson-Tyers has been a reliable and trusted advisor who is happy to answer any of my questions. I have recently been allocated a new advisor in my home country of Australia who was keen to introduce himself over the phone. I appreciated this personal touch and I'm confident my money is in good hands.

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Andy Sutton

Paul gave me great advice on consolidating my pension pots in the UK when we moved to Australia a couple of years ago. I also get ongoing advice on how best to invest the money to maximise returns. All up I found bdhSterling easy to work with and Paul explained complex concepts in a simple to understand way