Careers Email us 01372 724 249

Jeremy Moxon

Paraplanner

enquiries@bdhsterling.com

+44 1372 724249

London Office

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.

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

Ané Lindenbaum

HR Business Partner

Matthew Kapourta

Group Financial Controller

Khan McSween

Group Operations Director

Jordan Yardley

Paraplanning Manager

Melissa Spill

Client Manager

Lucy Quinton

Marketing Manager

Natasha Mackintosh

Operations Manager

Paul Davies

Head Of International Pension Advice

Paul Lawson-Tyers

Financial Planner

Kevin Tutt

Financial Planner

Jeremy Moxon

Paraplanner

Kevin Chandler

Paraplanner

Louise Duncan

Senior Paraplanner

Peter Bond

Paraplanner

Musa Dar

Paraplanner

George Elliott

Trainee Paraplanner

Lianne Finnegan

Client Administrator

Maisie Malone

Client Administrator

Molly Coates

Client Administrator

Jessica Hasa

Client Administrator

Amy Guy

Client Administrator

Shamim Tonda

Client Administrator

Danielle Jackson

Marketing Executive

Samantha Tye

Assistant Accountant

Rachel Dohnji

Junior Accounts Assistant

Laura Pike

Operations Support

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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