bdhSterling Opiniones 

129
•
TrustScore: 5 sobre 5

4,9

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

Paul LawsonTyers was brilliant very knowledgeable and helped me navigate what options I may have available to moving my UK work pension to Australia. He was clear and informative and provided informa... Ver más

Valorada con 5 estrellas sobre 5

Have been with BDH Sterling for 13 years. They have guided me through all the processes of investing my pension and I am now seeing the fruition of that as have finally reached my pension age. Big tha... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

It's taken me 8 years since relocating from Australia to the UK to find a dedicated financial planner who could manage my personal circumstances. A lot of time and money has been wasted on the process... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

I have been advised by bdhSterling for a number of years now and have always found their service excellent. I have had dealings with personnel in both the UK and Australia, both places offering the sa... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Asesor financiero
  2. también en la categoría
  3. Gestor de activos
  4. Planificador financiero
  5. Servicio de inversión

Escrito por la empresa

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.


Información de contacto

4,9

Excelente

TrustScore: 5 sobre 5

129 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,9

Todas las opiniones

(129)

44 opiniones en los últimos 12 meses

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Valorada con 4 estrellas sobre 5

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 de diciembre de 2025
Opinión espontánea
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Respuesta de 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)

Valorada con 5 estrellas sobre 5

The explanations by your team are…

The explanations by your team are excellent and enjoyable to take part in

3 de diciembre de 2025
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Respuesta de 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)

Valorada con 5 estrellas sobre 5

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 de noviembre de 2025
Opinión espontánea
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Respuesta de 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)

Valorada con 5 estrellas sobre 5

Pension Transfer

We are transfering our pensions from the UK which is a complex proceedure requiring specialist knowlege, The team at BDH have guided us through the whole proceedure in a tax efficient and stress free way.

13 de octubre de 2025
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Respuesta de bdhSterling

Dear Kevin, thanks for the 5-star review. We're delighted that our team made your pension transfer a stress free experience!
Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

A complex process simplified

From the outset the bdh Sterling team managed my expectations and clearly explained how the pension transfer process would work. The team worked collaboratively with my financial planner and always responded promptly to enquiries and requests for assistance. The advice I received was balanced and comprehensive and always clearly articulated.

22 de septiembre de 2025
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Respuesta de bdhSterling

Thank you so much for your kind words and for taking the time to share your experience, Brad. We're delighted to hear that our team was able to simplify what can be a complex process and provide clear, comprehensive advice throughout your pension transfer journey.

Warm regards,
Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

bdhSterling provide an excellent client centric service

bdhSterling provide a very pragmatic service that listens carefully to my needs as a client. Having listened, bdhSterling provide thoughtful and analytical feedback on the way forward options. I can thoroughly recommend bdhSterling.

29 de julio de 2025
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Respuesta de bdhSterling

Dear Andrew, Thank you very much for your kind review.

We're very pleased to hear that you’ve found our service to be client-centric and pragmatic. Listening carefully to your needs and providing thoughtful, analytical guidance is exactly what we strive for at bdhSterling. Your recommendation means a great deal to us, and we’re grateful for the opportunity to support you.

Many thanks, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

I would recommend this company for pension transfers

very helpful staff who guided me through the whole process, I would not have been able to do this on my own , with tax implications and dealing with my pension providers in the UK BDH Sterling has made the whole process streamlined and probably saved money in the long run , BDH are well with the fees and I have been very happy to deal with BDH and would heartily recommend them.

1 de marzo de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thank you so much for your review, Colin.

We're pleased to hear that our team was able to guide you through your UK pension transfer to Australia with clarity and care.

We're grateful for your trust in bdhSterling and are delighted to have been part of your journey.

Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

A good adviser for turbulent times

bdh having been providing me with financial advice for many years now - I've always found them very professional and proactive. Daniel and his team are always very responsive and I'm very comfortable having them manage all aspects of my superannuation.

16 de julio de 2025
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Respuesta de bdhSterling

Thanks very much for the kind review, Rod.

It's lovely to hear that you've found our team, especially Daniel Ash- Wentworth, so professional, proactive, and responsive over the years.

We truly value your trust and look forward to continuing to support your financial journey.

Warm regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Transferring a Pension from UK to Australia

John has always been extremely helpful honest and professional with every single interaction. Has always explained everything to me in a patient and easy way. I do not understand finance and John and his team were extremely helpful always communicating in a timely manner. I highly recommend anyone who is bringing over funds from the UK to use BDH Sterling.

11 de julio de 2025
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Respuesta de bdhSterling

Dear Ann.

Many thanks for your lovely review.

We're delighted to hear that your experience with John Vailes and the bdhSterling team was so positive and that we could make the pension transfer process from the UK to Australia smooth and understandable for you. We know financial matters can be complex, so it's wonderful to know that our clear communication and support made a difference.

Your recommendation means a great deal to us, and we're grateful for the trust you've placed in our team.

Warm regards,
Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

bdhSterling - the best Financial Advice and Service

I have been a client of bdhSterling for over six years, following the transfer of my Pension fund to a QROPS - a legislative requirement of HMRC. This was quite a complex process, and I cannot commend bdhSterling highly enough for their knowledge of the requirements and professionalism throughout the whole process.

Nothing was too much trouble, and they guided me through every step of the process. I could not have set up my Self Managed Super Fund without their expertise and depth of knowledge.

Every member of the bdh Team I have had the pleasure of dealing with has always been extremely professional and friendly, and nothing has ever been too much trouble. Communication and the advice provided is always very clear, and any questions are always responded to in a timely manner. I have had previous interactions with members of the Sydney Office, and more recently with team members in the Perth Office. I cannot commend them highly enough.

I have every confidence in the management of my Self Managed Super Fund, and the financial advice provided by bdhSterling and would certainly recommend their services to anyone.

14 de julio de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thank you very much for your generous review.

We're delighted to hear that your experience with bdhSterling over the past six years has been so positive. It’s especially rewarding to know our team’s expertise and support made a real difference throughout your pension transfer and the setting up of your SMSF.

We truly appreciate your trust and recommendation.

Warm regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Very professional and friendly…

Very professional and friendly organisation

11 de julio de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thanks very much for your 5-star review, Gordon. We really appreciate the kind words!
Thanks, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Highly recommend the services of Bdh Sterling

We have been represented by financial advisor John Vailes at Bdh for a number of years now. We cannot recommend his services highly enough. John is extremely professional and very personable. He always answers all our queries thoroughly and has provided invaluable advice and support with regard to pension transfers from the Uk, setting up superannuation plans, investments and tax advice. Thank you John for making the transition to our new retired life in Australia so smooth and easy!

11 de julio de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thank you for the wonderful review. I will pass on your kind words to John Vailes. We're pleased to hear how his support has made your transition to retirement in Australia stress-free - we know there's a lot to think about when making the move!

Your kind words mean a great deal to us.

Warm regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Knowledgeable company with a good depth…

Knowledgeable company with a good depth of knowledge and contactable by phone and talk to a real person.

10 de julio de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thanks very much for the 5-star review, Clive.

We truly appreciate your kind words about our team’s depth of knowledge and the value of speaking to a real person.

Warm regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Very efficient

Very efficient. Keeps me informed of any changes. Annual reviews allow for best returns and advice for the next year.

10 de julio de 2025
Opinión espontánea
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Respuesta de bdhSterling

Dear Tony, Many thanks for the fantastic review. It’s great to hear that you’ve found bdhSterling's service efficient and informative.

We really appreciate your continued trust and look forward to supporting you in the year ahead.

Thanks again, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Very helpful and considered engagement

Gemma warmly engaged, asked helpful questions, actively listened, offered timely and well researched and considered guidance.
Highly recommended

13 de enero de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thanks for the lovely review, Bill. We're so pleased to hear that Gemma Spinks' warm approach made a positive impact.

We really appreciate your recommendation and look forward to continuing to support you on your financial journey.

Warm regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Outstanding service and advice, a true open and transparent partnership

The team and specifically our financial advisor were amazing to deal with in regards to consolidating my UK pension, managing and ensuring a successful transition to Australia.
They have assisted me over the years in understanding what was a complex situation and guided me every step of the way with their personal, concise, clear, and transparent comms. They have put me at ease and never made me feel that any question was stupid.
Thank you bdhSterling for your collaboration and guidance. I have no hesitation in recommending your services and look forward to continuing to work with you in Australia.

10 de julio de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thank you for your kind feedback, Darren.

We're delighted to hear that your experience with the bdhSterling team, and especially your financial adviser, has been so positive. Supporting clients through complex transitions like yours is exactly what we strive for, and it’s wonderful to know that our clear and personal approach helped put you at ease.

We're excited to continue working with you as you settle into life in Australia!

Warm regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

JOHN HARROWER

Johns knowledge is outstanding. Thinks of alternatives and is clear with what he is saying. Has guided us through a lot over the years. Would and have recommended him to friends

7 de julio de 2025
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Respuesta de bdhSterling

Many thanks for your lovely review, Jayne. We're really glad that John's support has had such a positive impact. We really appreciate you recommending bdhSterling to your friends too!
Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Good advice and helpful staff

Louise is always at the end of the phone or email and ready to help. She explains all the options clearly and concisely in a manner that I can understand. I have been with bdh Sterling for many years and have worked with several advisors and been happy with all of them.

19 de junio de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thank you very much for your lovely review, Lisa.

We're delighted to hear that you find our advice helpful and our staff supportive. Louise Duncan and the entire bdh team work hard to provide clear and concise advice, and it's wonderful to know that you feel this too.

We truly value your loyalty over the years and are thrilled that you've been so happy with the service.

Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Steph Mills personally guided my UK…

Steph Mills personally guided my UK pension transfer process in Perth, in conjunction with my Australian financial adviser. Steph and her BDH Sterling team were always very helpful in explaining the sometimes complex succession of steps along the way and, being very responsive, ensured that I got the advice I needed, when I needed it. The BDH Sterling experience was made bespoke and personal through Steph’s friendly management and I would not hesitate to recommend this business.

14 de marzo de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thank you so much for taking the time to leave such a thoughtful review, Ben. Your kind words about Steph's guidance during your UK pension transfer process mean a lot to us.

We greatly appreciate your recommendation. If you ever need further assistance, please don't hesitate to reach out.

Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Finance advice


After seeing John Harrower today I began to reflect on my association with him over many years first as a bank advisor and the with Oakbridge finance. John has always been helpful and constructive in his financial advice.He is to be congratulated in supporting me through the trials and tribulations of a nasty work situation and the death of my mother. His understanding of my distress aided me to make positive decisions regarding retirement. Without his advisory skills I would have floundered and I praise him in leading me through the retirement process which enabled me to travel extensively. He has always advised me on how to use my money effectively and I thank him for his friendship and caring over the years, because without his advice I would not be in the healthy monetary position I am today. Thanks John Harrower

14 de mayo de 2025
Opinión espontánea
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Respuesta de bdhSterling

Thank you Ann, for your heartfelt review.

It’s clear that John’s support and guidance have made a meaningful difference in your life, especially during challenging times. We’re incredibly proud to have advisers like John, who not only offer expert financial advice but also bring empathy and connection to their work.

We’re so pleased to hear that his advice helped you navigate retirement with confidence and enjoy the freedom to travel. Your story is a lovely reminder of the positive impact financial planning can have!

Thank you again for taking the time to share your experience.

Kind regards, Danielle Jackson (Marketing Manager, bdhSterling)

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