Kevin Chandler

Senior Paraplanner

At work

As a Senior Paraplanner with more than ten years of experience in financial services, Kevin’s primary role is to liaise with our highly skilled financial planners to compose recommendation letters for our clients. This can be anything from a straightforward fund switch to a complex transfer strategy, which covers multiple jurisdictions.

With a focus on building strong client relationships, Kevin conducts annual review meetings and provides ongoing investment advice to our overseas clients whilst their funds remain in the UK.

His role also includes placing investments, overseeing currency trades and carrying out complex calculations to ensure we are recommending a product that can help achieve our client’s objectives.

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?

If you’re heading out, make sure you pack the right clothes to experience all four seasons in one day.

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

Fantastic variety of people to meet, awesome history everywhere you go and most importantly great pubs.

What’s the best thing about working for bdhSterling?

Working with a group of people that truly hold the client’s needs at the forefront of their day to day work.

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

Contact bdhSterling prior to making your move.

Why is financial planning so important?

The finance sector can be an absolute minefield to get your head around. That’s why it is vital to speak to an experienced firm that fully understand your situation.