George Elliott

Trainee Paraplanner

At work

George’s primary function is to produce client reviews. This ensures that our financial plans remain on track and suitable for their needs. He will also be assisting on new business with analysis of client’s assets before we provide a recommendation.

George worked for two years at his local Sainsburys just after coming out of sixth form and learnt many transferable customer service skills which he has been able to emulate since working for us at bdhSterling.

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?

Make sure you bring a jacket. Even in the summer it’s freezing.

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

Never being too far away from a beach.

What’s the best thing about working for bdhSterling?

How welcoming and inclusive everyone is.

What gives you the most satisfaction at work?

Getting to the end of a really complex case, achieving the best outcome for the client.