Peter Bond
Associate Financial Planner
Peter's qualifications
At work
With a focus on building strong client relationships, Peter conducts annual review meetings and provides ongoing investment advice to our overseas clients whilst their funds remain in the UK. He also recommends and implements tax-efficient withdrawal and QROPS transfer strategies. In addition to managing his own clients, Peter works closely with our team of Financial Advisers to understand each client’s unique objectives. He gathers the necessary information to complete reports and tailor recommendations to each client’s specific needs.
Before joining bdhSterling, Peter gained valuable experience at the Financial Ombudsman Service, where he adjudicated disputes between consumers and their providers. Prior to that, he spent five years working in compliance for Lloyds Banking Group, ensuring adherence to processes and group standards.
In his spare time, Peter enjoys visiting exhibitions, watching live music and exploring new countries and cities.
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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.