Email us 01372 724 249

Danielle Whelan

Client Administrator

enquiries@bdhsterling.com

+44 1372 724249

London Office

At work

Danielle works within the UK Administration Team and strives to provide the highest quality work possible for clients. She has previously worked as a Marketing Executive for a large events company in Leeds specialising in networking which allowed her to develop her interpersonal skills further.

Danielle holds a BA Degree in Sociology and a Master’s Degree in Gender Politics from the University of Leeds. In her spare time, she enjoys running and fitness and one day plans to run the London Marathon.

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?

Always pack an umbrella.

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

Taking a trip across the UK, seeing each different city, meeting all types of people whilst seeing different scenery.

What gives you the most satisfaction at work?

Seeing a satisfied client at the end of a case.

What’s the best thing about working for bdhSterling?

Everyone is so friendly and supportive. If I am ever in doubt, every member of the team is happy to help.

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

Head Of International Pension Advice

Khan McSween

Group Operations Director

Stephen Ford

Head of Financial Planning, UK

Matthew Kapourta

Group Financial Controller

Jordan Yardley

Paraplanning Manager

Melissa Spill

Client Manager

Lucy Quinton

Marketing Manager

Natasha Mackintosh

Operations Manager

Paul Davies

Head Of International Pension Advice

Stephen Ford

Head of Financial Planning, UK

Paul Lawson-Tyers

Financial Planner

Kevin Tutt

Financial Planner

Kevin Chandler

Paraplanner

Louise Duncan

Senior Paraplanner

Lucinda Gale

Paraplanner

Peter Bond

Paraplanner

Musa Dar

Paraplanner

Lianne Finnegan

Client Administrator

George Elliott

Client Administrator

Danielle Whelan

Client Administrator

Maisie Malone

Client Administrator

Molly Coates

Client Administrator

Ella McAdam

Office Administrator

Samantha Tye

Finance Assistant

Contact us

Email us 01372 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.

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