bdhSterling is a global financial planning firm with offices in London, Perth, Sydney, Melbourne, and Brisbane, offering international financial planning services for individuals residing in the UK, Australia, and overseas. specialising in providing financial clarity to UK and Australian residents, bdhSterling is an award-winning Chartered financial planning firm with expertise in navigating the unique jurisdictions of both countries.
Founded in 2009 by directors Simon Harvey and Paul Davies, bdhSterling is committed to prioritizing clients’ financial planning ambitions. With a dual license and prestigious Chartered Status in the UK, the firm is well-equipped to offer comprehensive advice that spans across different countries. By utilizing goal-based planning, bdhSterling aims to bring certainty and clarity to clients’ financial lives, ensuring that every individual receives personalized and strategic financial guidance.
With a focus on trust, integrity, and professionalism, bdhSterling emphasizes collaboration, continuous improvement, and client-centric service. The firm’s experienced teams are dedicated to helping clients at all stages of their financial journey, whether it involves pension transfers, investment strategies, or estate planning. bdhSterling’s philosophy revolves around understanding clients’ needs, asking the right questions, and ultimately being a supportive partner in achieving financial goals.