Paul, a co-founder of bdhSterling, is responsible for the quality of our pension transfer advice. After working in UK financial services since 1991 and observing how financial advice has evolved in that time, Paul believes that helping clients to achieve their life’s ambitions through goal-based planning is the key to a successful relationship between adviser and client. It is a philosophy that has been instilled in the financial planners within the bdhSterling team.
Paul holds the UK’s Advanced Financial Planning Certificate and has written articles and been quoted many times in the financial press.
What’s your best tip for anyone moving to the UK?
Be familiar with the area you are moving to. Consider the proximity to job opportunities, schools, transport and leisure facilities.
What’s the best thing about living in the UK?
A rich history and culture dating back thousands of years. The UK is also a short distance away from dozens of other European countries, each with their own rich history and cultures.
What’s the best thing about working for bdhSterling?
The team I work with.
Why is financial planning so important?
Because you can base all of life’s decisions around it.
When should someone who is moving overseas get financial advice?
In the planning stages of their move. It is one of many areas of advice key to a successful migration.
More of our London team members
Get to know a few more members of our team.