Client recommendation scheme Email us +44 1372 724 249

Paul Davies

Financial Planning Manager (UK)

enquiries@bdhsterling.com

+44 1372 724249

London Office

At work

Paul, a co-founder of bdhSterling, is responsible for the quality of our pension transfer advice. After working in UK financial services since 1991 and observing how financial advice has evolved in that time, Paul believes that helping clients to achieve their life’s ambitions through goal-based planning is the key to a successful relationship between adviser and client. It is a philosophy that has been instilled in the financial planners within the bdhSterling team.

Paul holds the UK’s Advanced Financial Planning Certificate and has written articles and been quoted many times in the financial press.

Google Reviews
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.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to the UK?

Be familiar with the area you are moving to. Consider the proximity to job opportunities, schools, transport and leisure facilities.

What’s the best thing about living in the UK?

A rich history and culture dating back thousands of years. The UK is also a short distance away from dozens of other European countries, each with their own rich history and cultures.

What’s the best thing about working for bdhSterling?

The team I work with.

Why is financial planning so important?

Because you can base all of life’s decisions around it.

When should someone who is moving overseas get financial advice?

In the planning stages of their move. It is one of many areas of advice key to a successful migration.

More of our London team members

Get to know a few more members of our team.

See full team

Melissa Spill

Client Manager

Simon Harvey

Group Managing Director

Paul Davies

Financial Planning Manager (UK)

Khan McSween

Group Operations Director

Matthew Kapourta

Group Financial Controller

Jordan Yardley

Paraplanning Manager

Melissa Spill

Client Manager

Natasha Mackintosh

Operations Manager

Paul Davies

Financial Planning Manager (UK)

Paul Lawson-Tyers

Financial Planner

Danielle Jackson

Marketing Manager

Kevin Chandler

Senior Paraplanner

Louise Duncan

Senior Paraplanner

Peter Bond

Paraplanner

George Elliott

Paraplanner

Jessica Hasa

Client Administrator

Sophie Coombes

Client Administrator

Contact us

Email us +44 1372 724 249

    bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

    bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

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