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. In his role as a Paraplanner, Peter also works closely with our Financial Advisers to understand each client’s unique objectives, and then gathers the necessary information to complete reports and tailor recommendations to their 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.
What’s your best tip for anyone moving to the UK?
If you’re moving to London, try and live on the train line you’ll be using to get to work. The only thing people love complaining about as much as the weather is their commute, and there’s a reason for that.
What’s the best thing about living in the UK?
All our major museums and galleries are completely free, and there’s loads of them.
What’s the best thing about working for bdhSterling?
bdhSterling is the right size that you know everybody you work with, and you feel invested in the success of the business as a whole.
Why is financial planning so important?
People often underestimate their retirement income needs and how these can be achieved. It’s something that needs constant review as circumstances and objectives change.
What’s your best financial tip for anyone moving from Australia to the UK?
If you’re commuting (especially in London) make sure you get a travel card and don’t pay as you go.
What gives you the most satisfaction at work?
Getting everything set up and transferred in a tight deadline feels like an achievement, knowing how important it is to the client.
More of our London team members
Get to know a few more members of our team.