Paul Davies

Financial Planning Manager (UK)

At work

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.

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?

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.