Jim & Vicky Jamieson

During the process of migrating to Western Australia in 2013, Jim and Vicky we looking for some help transferring their UK pensions. We were there to support them through it and beyond. Here's their story.

Guiding them through a financial minefield

Jim: I started to work with bdhSterling in March 2013, when I was initially looking into transferring my personal pensions from the UK over to Australia. At that time, my wife and I were thinking about emigrating to Western Australia.

Vicky: We’ve always felt very comfortable with Russell and Rebecca. I’m not very well genned up in financial situations and I usually leave it to my husband, but they always put me very much at ease. Because we’ve lived in so many countries in the world over the last 20 years, our financial situation is a bit different to other people who have maybe just come over to Australia from the UK. It’s a bit of a minefield, and I certainly don’t think we’d get through that minefield without the expertise of bdhSterling.

Jim: Our pensions are here now and we have a portfolio review, which we review on a six monthly basis and take actions or do various things depending on where we are with our portfolio, to make sure that it looks after us in our retirement.

Vicky: What I like about Rebecca and Russell is that they always ask about our personal lives, and we feel as if they’re more friends than financial advisors! And I’ve always said, if anything happened to Jim before me, Russell and Rebecca would be my first port of call for help.

Jim: They treat us, as Vicky said, just like friends. We feel like an extension of the family, and we always look to them as friends of the family.

Vicky: The three words I would use to describe bdhSterling would be compassionate, reliable and honest.

Jim: The best thing I would say about working with bdhSterling is they’re very approachable. It’s very easy, nothing is a problem for them. So it’s easy to get in touch, easy to talk to them, and they’re always listening to us.

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They treat us just like friends. We feel like an extension of the family, and we always look to them as friends of the family.