Jeremy Moxon

Paraplanner

At work

As a Paraplanner, Jeremy’s role is to provide support to the UK Financial Planners with research, cashflow planning and preparing advice. Jeremy has worked in the financial services industry for over 18 years, working for a variety of Wealth Management firms in a paraplanning capacity, before joining bdhSterling in 2022. He brings with him a wealth of experience, which he uses to enhance the delivery of a high quality, holistic financial planning service for our UK clients.

Outside of work, Jeremy enjoys spending time with the family and trying to stay fit.

 

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 UK?

The weather can be changeable, so always pack an umbrella.

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

Historical sites, lots of greenery, festivals in the summer and country pubs!

What gives you the most satisfaction at work?

Enjoying what I do and happy clients.