Email us 01372 724 249

Philip Sole

Pension Transfer Specialist

enquiries@bdhsterling.com

+61 1300 365 291

Melbourne Office

At work

Philip began his bdhSterling career at our UK office, where he spent six weeks before moving to Melbourne. On a day-to-day basis he assists clients in helping them make an informed choice as to what to do with their UK pension. He’s passionate about providing hands-on, tailored advice that truly changes lives.

Philip has been in the financial services industry for over seven years, having become both a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has previously worked as a local IFA in Rickmansworth as well as with a large national firm.

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 Australia?

Pick a ‘footy’ team…everyone asks if you have one?!

What’s the best thing about living in Australia?

The outdoors. There is so much to see and do here - so get out and start exploring!

What gives you the most satisfaction about your work?

Genuinely being able to make a difference to my clients' financial futures.

What’s the best thing about working for bdhSterling?

You are surrounded by colleagues who are passionate about their work.

Why is financial planning so important?

The future is unknown, so it’s important to have a plan in place that can steer us through what is to come.

When should someone who is moving overseas get financial advice?

Before, during and after. There are plenty of planning opportunities throughout the whole moving process.

What’s your best financial tip for anyone moving from the UK to Australia?

Many of my clients think they won’t be entitled to the UK State pension, when in fact they will! The UK State pension is not means tested and so can provide a great income base in retirement.

More of our Melbourne team members

Get to know a few more members of our team.

See full team

Patrick Daines

Paraplanner

Simon Hussey

Senior Financial Planner

Philip Sole

Pension Transfer Specialist

Patrick Daines

Paraplanner

Simon Hussey

Senior Financial Planner

Philip Sole

Pension Transfer Specialist

Contact us

Email us 01372 724 249

    bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

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