Financial advice in London
Set a Clear Path for Your Financial Future in London
When it comes to planning for the future, we believe a solid financial plan is the key. Whether you’re thinking about your retirement plan, planning a big move overseas, or navigating life’s major milestones, it’s important to know your money will support the lifestyle you want.
At bdhSterling, our London-based advisers specialise in financial planning for UK and Australian expats – helping you make smart decisions across borders.
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Our UK headquarters, located in Epsom just outside London, is home to a dedicated team with specialist expertise in UK–Australia cross-border financial planning. We work with clients living in the UK, moving between the UK and Australia, or managing assets between both countries.
Whatever stage of life you’re in, and whatever your goals, we’re here to guide you.
Here’s how our London team can help…
Lifestyle Financial Planning in London
Real financial planning is about helping you live the life you want. Many of our clients want clarity around retirement – from maintaining their lifestyle, to travelling, to pursuing personal goals. Many also want a better understanding of the financial implications of retiring in the UK v’s Australia and how best to access their pensions or superannuation held in another country.
Using advanced cashflow modelling, we’ll map out your desired path in life and build a personalised cross-border financial strategy aligned with your goals.
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Investment Advice in London for Expats
Managing investments across borders can be complex, especially if you’re living abroad, planning a move, or holding assets in multiple countries. That’s where our London team can help.
We support:
- Australian expats living in the UK
- UK professionals planning a move to Australia
- Returning expats with pensions or assets overseas
- Internationally mobile clients with multi-country interests
Whether you’re investing in the UK with plans to relocate to Australia, or you’ve returned from Australia with superannuation or assets still overseas, we’ll help you navigate the tax, regulatory, and currency considerations that come with cross-border investing.
Our in-house investment committee will work with you to build a portfolio that suits your risk appetite, residency status, and future plans – giving you confidence that your investments are aligned with your global lifestyle.
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Inheritance & Estate Planning in London
If you want to leave a meaningful legacy, it’s essential to plan early – especially when your family or finances span multiple countries. Cross-border estate planning can be complex, with different tax rules, legal structures, and residency considerations. Our advisers can help you ensure your UK and Australian arrangements work seamlessly together.
We’ll advise on how to reduce the tax burden on your estate and ensure you have the right wills, trusts, and Power of Attorney in place. For expats, or those with cross-border ties, we’ll ensure your estate planning aligns with both UK and Australian regulations.
London office
Address
Capitol Square
4-6 Church St, Epsom
KT17 4NR
United Kingdom