Client recommendation scheme Email us +44 1372 724 249

Simon Harvey

Group Managing Director

enquiries@bdhsterling.com

+44 1372 724249

London Office

At work

Simon is the Group Managing Director and co-founder of bdhSterling. Simon is an advocate of goal-based financial planning and believes that, through the development of lifetime financial plans, our role at bdhSterling is to bring clarity and certainty to our clients’ financial lives with the overall aim of guiding clients to achieve their desired lifestyle.

Simon began his career in financial services in 1998 within the corporate pensions division of a FTSE 100 company. He has spent the last 15 years working as a financial planner, both in the UK and Australia, while leading the growth of the bdhSterling Group.

Google Reviews
Tom Newson
Having used bdhSterling for a number of years now with Simon Harvey as my IFA, I can safely say the business is professional, diligent and has always acted in the best interest of myself and my funds. What stands out the most is not only the results, but the overall customer care which really keeps them head and shoulders above some of their lesser competitors that I have also utilised the services of in the past.

Spotlight questions

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

Pick a good football team to support, preferably a London one that plays in red and white.

What’s the best thing about living in the UK?

Having Europe on your doorstep.

What do you miss about living in Australia?

The amazing beaches and weather. Pebbly beaches don’t cut it!

What’s the best thing about working for bdhSterling?

The opportunity to travel regularly to Australia is up there! But building lifelong relationships with people whom we have helped to achieve their dreams is very rewarding.

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

Plan early, it’s never too soon to start!

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

Take advice before you leave Australia, or you could lose key opportunities.

More of our London team members

Get to know a few more members of our team.

See full team

Melissa Spill

Client Manager

Simon Harvey

Group Managing Director

Paul Davies

Financial Planning Manager (UK)

Khan McSween

Group Operations Director

Matthew Kapourta

Group Financial Controller

Jordan Yardley

Paraplanning Manager

Melissa Spill

Client Manager

Natasha Mackintosh

Operations Manager

Paul Davies

Financial Planning Manager (UK)

Paul Lawson-Tyers

Financial Planner

Danielle Jackson

Marketing Manager

Kevin Chandler

Senior Paraplanner

Louise Duncan

Senior Paraplanner

Peter Bond

Paraplanner

George Elliott

Paraplanner

Jessica Hasa

Client Administrator

Sophie Coombes

Client Administrator

Contact us

Email us +44 1372 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.

    bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

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