Jordan Yardley

Paraplanning Manager

At work

Jordan has a passion for pensions and strives to produce high quality work wherever possible. Jordan joined bdhSterling in January 2017, initially in our administration team. In his current role, he liaises with our financial planners to produce suitability reports for our Cross-Border clients.

Jordan helps orchestrate pension transfers to Australia, especially during the busy end of tax year season, as well as arranging investments and currency trades. He also sits on our Investment Committee which reviews the ongoing suitability of our approved product partners.

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 do something when it is a nice day; you’ll never know when the next one will come.

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

It’s the home of football, or ‘soccer’ for the Australians. There’s nothing like enjoying the 2 weeks of summer, in a pub garden watching England fail to win the World Cup again.

What do you miss about living in Australia?

I have only stayed for extended holidays, but I would definitely say the weather and the more relaxed atmosphere. I absolutely miss ‘Solo’, which is easily the best soft drink ever invented!

What’s the best thing about working for bdhSterling?

The company is like a family, we all get along with each other and work hard for one another.

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

Consider pension contributions in the UK as the UK government will top them up.