How We Work With You
We understand that every person’s circumstances are different when it comes to pensions (including QROPS), savings and relocating to another country. At bdhSterling, it’s our goal to fully understand where you are now and where you want to be financially when it comes to your retirement.
This begins with a thorough research process, during which we will review your finances, investments and pensions. We can then provide guidance on the best course of action to benefit you and your family in the long term.
Our work doesn’t end once you’ve moved, however. We are always on-hand to advise you on a wide range of investment and pension strategies as well as tax matters. In addition, we can ensure that you understand your liabilities and any legal responsibilities for the country you reside in.
Specialising in overseas pension transfers and global QROPS, we will ensure you have a smooth transition, protecting your income and maximising any pension benefits. With our expert advice you will be able to concentrate on planning your move and enjoy life, knowing your financial future is more secure.
Get in touch with bdhSterling today to talk to one of our experts about your pension transfer. Click here for details.
- Introductory meeting
- Talk about your goals and objectives
- You find out about us
- Can we work together
- Collating information from your existing providers
- We build a financial strategy for you
- Present to you our recommendations designed
to achieve your goals
- Proceed with agreed
- We provide ongoing advice for you
- Regularly review your plan and evolve the strategy