Charlotte Evrard

Pension Transfer Manager

At work

Charlotte is a Pension Transfer Manager at bdhSterling and is based in our Perth office. She is a UK qualified Chartered Financial Planner and started her career in financial services in 2007. In 2018 Charlotte moved to Australia and has since obtained the relevant qualifications to allow her to give advice in both the UK and Australia. Charlotte is also responsible for building long-lasting relationships with our professional network, providing pension transfer work for their clients.

Charlotte possesses a deep understanding of the nuances of the UK pension environment which allows her to give advanced technical knowledge to support our recommendations.

Google Reviews
Ian Goldney
If you are thinking of transferring a UK pension to Australia, I highly recommend bdhSterling. The process is complex but Charlotte at bdhSterling made it so simple for us by doing all the work, but with very good explanations of the steps being made for us and useful advice along the way. We received excellent service and we are very pleased with the outcome.
Alison Evans
Charlotte Evrard provided a seamless experience in transferring my UK pension to Australia. She was courteous, responsive, customer-focused and professional at all times. Importantly we trusted her expertise and knowledge of the process we were embarking upon which is protracted and requires regular communication. I can't speak more highly of her as a capable, affable and talented professional in her field. It was a pleasure to work with her and I am grateful to her for all her help in successfully transferring my pension.
Ade Reeves
Excellent service, Charlotte managed our UK pension transfer in a organised and professional manner, would highly recommend them.
Jeff Green
I had the pleasure of working with Charlotte Evrard and Daniel Wentworth in transferring a UKpension to my QROPS approved SMSF. Charlotte offered the highest standard of advice and attentive service and is a credit to the company. Daniel followed through with the transfer ensuring I was kept informed at all time as the progress - as it can be a lengthy process. I would recommend this team for their exceptional service, integrity and attention to detail. Great work guys. Thank you.
Mark P
My case was handled by Charlotte Evrard who is a UK registered financial advisor based in Perth and Simon Hussey who is an Australian registered financial advisor based in Melbourne. Both Charlotte and Simon are extremely professional and knowledgeable, they always responded promptly to any questions, provided me with regular status updates and made the whole process of restructuring my UK pensions into a single SIPP, stress-free.

Spotlight questions

What’s your best tip for anyone moving to Australia?

Enjoy the outside as much as you can

What gives you the most satisfaction about your work?

Helping others achieve their financial goals and educating them on finance

What’s the best thing about working for bdhSterling?

The fact that we are one team across our worldwide offices

What’s the best thing about living in Australia?

The wildlife, sun and sea

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

Stop converting everything back to GBP as soon as you can, otherwise you will be forever comparing

What do you miss about living in the UK?

Galaxy chocolate and having the history/architecture that Europe has