Peter Bond


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. 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.

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?

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.