Client recommendation scheme Email us +44 1372 724 249

George Elliott

Paraplanner

enquiries@bdhsterling.com

+44 1372 724249

London Office

At work

George began his journey with bdhSterling as a Client Administrator and quickly progressed to the role of Trainee Paraplanner. Upon completing his Diploma in Regulated Financial Planning in 2023, he earned a well-deserved promotion to the position of Paraplanner.

As a Paraplanner, George’s primary role centres around producing comprehensive client reviews, to ensures that client’s financial plans remain on track and suitable for their specific needs. In addition, George plays a pivotal role in shaping our clients’ investment strategies by conducting in-depth asset analysis. This enables us to provide personalised recommendations that match each client’s unique circumstances, ultimately contributing to their financial success.

Outside of work, George is an avid sports enthusiast and a keen Baltimore Ravens and QPR fan. He also enjoys going to the gym and playing football.

 

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?

Make sure you bring a jacket. Even in the summer it’s freezing.

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

Never being too far away from a beach.

What’s the best thing about working for bdhSterling?

How welcoming and inclusive everyone is.

What gives you the most satisfaction at work?

Getting to the end of a really complex case, achieving the best outcome for the client.

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

Lino Amponsah

Accounts Assistant

Sophie Coombes

Client Administrator

Jessica Hasa

Client Administrator

Katie Jimenez

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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