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 5 estrellas sobre 5

Amazing service, friendly and very helpful.

Paul and Louise have been great from the start. Very accommodating to our needs, they offered balanced and well researched advice. Would thoroughly recommend using their services.

17 de mayo de 2024
Opinión espontánea
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Respuesta de bdhSterling

Dear Cristian,
Many thanks for your lovely 5-star review! It is fantastic to hear that Paul and Louise were able to help you so effectively. It is great to know you'd happily recommend our services.
Kind regards,
Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Nick was very knowledgeable & helpful…

Nick was very knowledgeable & helpful in the particular area I was needing advice. He also had a wide understanding of both UK & Australian Tax issues, which was very useful.

16 de mayo de 2024
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Respuesta de bdhSterling

Dear Martin,
Many thanks for your kind review. We're delighted to hear that Nick Bond was able to provide knowledgeable and helpful advice.
Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Pension review with Charlotte Evrad

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

5 de abril de 2024
Opinión espontánea
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Respuesta de bdhSterling

Many thanks for your lovely Trustpilot review, Mark. We really appreciate you taking the time to share your experience with us. We are delighted that Charlotte was able to provide such valuable advice. Please don't hesitate to reach out if we can help you any further. Thanks again for your kind words. Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

You Matter To Them

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.

12 de marzo de 2024
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Respuesta de bdhSterling

Thanks very much for your kind words, Laurence.
We're thrilled to hear about your positive experience with Paul Lawson-Tyers and Melissa. We are delighted to have been able to assist you with your pensions.
We really appreciate your recommendation.
Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 3 estrellas sobre 5

My BDH Experience

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.

10 de octubre de 2023
Opinión espontánea
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Respuesta de bdhSterling

Dear Rod,

Thank you for your feedback and for being a valued client for the past 8 years. We’re sorry to hear you’re finding the product provider reporting from recent changes less useful. Our intention is to always try make sure that any changes are seamless and understand that currently the reporting is not aligned with your preferences.

We take your feedback seriously and will reach out to work with you on your reporting needs or alternative solutions that better meet your expectations.

Your satisfaction is very important to us so in the interim, please do not hesitate to reach out to your Financial Adviser or the Client Services team with any specific reporting needs you may have.

Kind regards,
Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Transferring UK pension to Aus

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.

19 de diciembre de 2022
Opinión espontánea
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Respuesta de bdhSterling

Dear Douglas,

Thank you for your review. We are glad that you chose bdhSterling after all your research! It's wonderful to hear your positive words about Daniel and the team. Your recommendation means a lot to us.
Thanks again, Danielle Jackson (Marketing Manager)

Valorada con 4 estrellas sobre 5

John Harrower has been our Financial…c

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.

25 de septiembre de 2023
Opinión espontánea
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Respuesta de bdhSterling

Thank you for your longstanding trust and the kind words you've shared in your review. Your loyalty and confidence in John Harrower and bdhSterling mean a lot to us. Many thanks, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

In my opinion bdhSterling is an excellent financial institution.

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.

25 de septiembre de 2023
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Respuesta de bdhSterling

Thank you very much for your 5-star review. Your opinion of bdhSterling as an excellent financial planning firm means a lot to us! Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Investment option

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.

7 de agosto de 2023
Opinión espontánea
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Respuesta de bdhSterling

Dear Doreen,

Thank you for taking the time to share your positive experience with Ann-Marie and our services. Your ongoing trust and appreciation mean a great deal to us.

Best regards,
Danielle Jackson
Marketing Manager

Valorada con 5 estrellas sobre 5

Solid

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

4 de agosto de 2023
Opinión espontánea
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Respuesta de bdhSterling

Thank you for taking the time to share your positive feedback, Stephen.

Valorada con 5 estrellas sobre 5

Trustworthy

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

15 de septiembre de 2023
Opinión espontánea
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Respuesta de bdhSterling

Dear Helen,

Thank you for your 5-star review and also for your trust and confidence in bdhSterling. We're delighted to hear that Kevin has provided you with trustworthy guidance, especially during challenging economic times. Your review means a lot to us.

Thanks again,
Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Bdh very impressive and pleasure to deal with

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.

23 de septiembre de 2023
Opinión espontánea
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Respuesta de bdhSterling

Dear Sally, We really appreciate your wonderful feedback! It's great to know that you found our team knowledgeable and friendly. Thanks again, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Pension transfer process

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

23 de septiembre de 2023
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Respuesta de bdhSterling

Thanks very much for your 5-star review, Brian. We're thrilled to hear about your positive experiences with John Vailes and the team. Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

John had been looking after me and my…

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.

30 de junio de 2023
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Respuesta de bdhSterling

Many thanks Jane for your 5-star review. We're glad to hear about your positive experience with John. We really appreciate your kind words and look forward to continuing to provide you with excellent service.

Valorada con 5 estrellas sobre 5

We have been with bdhSterling for 10…

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.

21 de agosto de 2023
Opinión espontánea
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Respuesta de bdhSterling

Dear Catherine,

Thanks very much for your kind words. We really appreciate your loyalty over the last decade. We're delighted to hear about your positive experiences with both Nick Bond & John Vailes. Your recommendation means a great deal to us.

Thanks again,
Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Just wanted to say what a great service…

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!

18 de septiembre de 2023
Opinión espontánea
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Respuesta de bdhSterling

Dear Jes, Thanks so much for taking the time to leave such a fantastic review! We really appreciate your kind words about Paul Lawson-Tyers and his report. Thanks for choosing bdhSterling. Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

BdhSterling

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.

7 de septiembre de 2023
Opinión espontánea
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Respuesta de bdhSterling

Thank you for sharing your positive experience with us. We're delighted to hear that our team provided you with knowledgeable and efficient service as you prepared for your move to Australia. Thank you for choosing bdhSterling! Kind regards, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

I’ve worked with BDH for the last seven…

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.

6 de septiembre de 2023
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Respuesta de bdhSterling

Dear David, Thank you very much for your kind words. We greatly appreciate your continued trust over the past seven years and look forward to continuing our relationship. It means a lot to us that our services have provided you with peace of mind. Thanks again, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Highly recommend bdhSterling Perth

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.

25 de agosto de 2023
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Respuesta de bdhSterling

Thank you very much for your wonderful review, Rob.

We're delighted to have been part of your financial journey for all these years. It's great to hear that John has made complex financial matters clear and understandable for you, and we're thrilled to have contributed to your confidence in your financial future.

Your trust in us and your referrals to family members mean a lot.

Thanks again, Danielle Jackson (Marketing Manager)

Valorada con 5 estrellas sobre 5

Paul and Louise always conduct annual…

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

4 de septiembre de 2023
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Respuesta de bdhSterling

Thank you very much for your 5-star review, Stuart. It’s been a privilege to advise you over the years on the run up to your retirement (and to witness your family’s growth with the arrival of grandchildren!).

Paul, Louise and our admin team greatly appreciate your kind feedback. We look forward to continuing to work with you.

Kind regards, Danielle Jackson (Marketing Manager)

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