Paul's qualifications
At work
Paul is a Chartered Financial Adviser with over 30 years of experience in the financial services industry. For more than 16 years, he has specialised in advising clients who are relocating overseas, with a particular focus on UK pension transfers to Australia and New Zealand. His role involves assessing complex pension arrangements, navigating regulatory requirements, and creating tailored strategies that help clients achieve the best possible financial outcomes when moving abroad.
Before joining bdhSterling, Paul built extensive expertise across finance and personal pensions, working as both a SIPP and SSAS specialist and an Independent Financial Adviser. A career break travelling through Australia sparked his passion for supporting clients making the move Down Under.
As a Chartered Financial Adviser, Paul is committed to the highest standards of professionalism and ethics. He is passionate about simplifying complex financial decisions and empowering clients to make informed choices about their future, especially where an international relocation is involved.
Outside of work, Paul is passionate about music and plays multiple instruments in local bands, as well as writing songs. He also enjoys long walks, travelling with his wife and dog in their motorhome, reading and growing vegetables!
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.