bdhSterling
About the Business
Welcome to bdhSterling, an esteemed establishment located at 118 Railway Street in West Perth, Australia. As a renowned finance institution, we offer international financial planning services to individuals residing in the UK, Australia, and overseas.
Moving to a new country or making it your home can be a daunting experience, but with our expert guidance, you can find financial clarity and peace of mind. We are proud to be an award-winning Chartered financial planning firm with offices in London, Perth, Sydney, Melbourne, and Brisbane. Our team of experienced professionals specializes in assisting both UK and Australian residents in navigating their financial journeys.
With our presence in the UK and multiple locations across Australia, we are uniquely positioned to support individuals at all stages of their financial planning process. Our extensive knowledge of the distinct jurisdictions, combined with our dedicated teams, ensures that you will always have a reliable partner by your side.
At bdhSterling, we recognize the importance of staying informed about key financial matters. That's why we provide valuable insights on various topics, such as pensions, inheritance tax, retirement income, succession planning, exchange rates, and wealth management. Our aim is to empower you to make informed decisions that align with your specific goals and circumstances.
As a regulated institution, bdhSterling Ltd is authorized and regulated by the Financial Conduct Authority (FCA) with the registration number 499460. We are also registered under the company number 06849498. Please note that the Financial Conduct Authority does not regulate tax or estate planning.
In Australia, bdhSterling AFSL Pty Ltd is authorized and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) number 222266. Our Australian Business Number (ABN) is 17 054 918 295.
While the information provided on this website is general in nature, we emphasize the importance of considering your specific circumstances. It is crucial to fully understand your current financial situation, future goals, and objectives with the guidance of a qualified financial adviser before taking any action. By doing so, you can avoid committing to a product or strategy that may not be suitable for your individual needs.
At bdhSterling, we are committed to providing exceptional financial planning services and ensuring that your financial well-being is our top priority. Contact us today to embark on a journey towards financial clarity and security.
Photos
Location & Phone number
118 Railway Street, West Perth, Western Australia 6005, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Very efficient service when it comes to completing our tax returns each year. Is completed extremely quickly with great customer service. Would be happy to recommend."
"I approached BDH as I was aware they were specialists in UK Pension transfers to Australia. I am so glad I did. Their advice, service and implementation capability were outstanding. The fact find and risk profiling were very thorough and we received a very comprehensive Statement of Advice with well thought through analysis and clear recommendations. While Daniel was our main contact on the advice front (and excellent throughout), the whole team across advice and administration provided outstanding service, providing essential support to navigate the requirements of the trustees, administrators and SIPP providers in the UK. I can't say that I have ever experienced such organised and proactive service, with the whole team across Australia and the UK going above and beyond to deliver the outcome I needed. BDH provided clarity and transparency every step of the way and I felt very supported in what is possibly the most complex process you could ever encounter. I would not hesitate to recommend the BDH team from start to finish."
"I contacted bdhSterling to assist in accessing my defined benefit pension in the UK. They have been very professional and responsive. Daniel advised me of the process and assisted with all the paperwork required. It was a very complex process which was simplified as much as possible by Daniel. Daniel was able to provide me with taxation implications for both the UK and Australia. I am extremely happy with the outcome achieved."
"I engaged bdhSterling last year to transfer my UK pension to Australia. Throughout the process Charlotte was friendly, professional and informative. She ensured that I had the information I needed to make decisions and highlighted the key steps and timelines involved. Although I’m not in Perth, we maintained “face-to-face” contact via Skype meetings which worked well. All in all, I’m very happy with the service I received and intend to continue engaging bdhSterling for my future needs."
"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 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."
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