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.
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.
More of our London team members
Get to know a few more members of our team.