Why choose us?
Choosing a financial planner is a big decision, especially when your life, career or retirement spans both the UK and Australia. Our clients come to us for trusted, specialist guidance from a team that understands the complexities of cross‑border finances and supports them every step of the way. Here are just some of the reasons they choose to work with us.
Because we’re Chartered
Chartered status is the gold standard of the UK financial services profession. It represents our total professionalism and integrity. It’s an accolade only a few firms manage to achieve. bdhSterling are proud to be the only UK Charted financial planning firm with offices in Australia, giving clients confidence that their cross‑border advice meets the very best industry standards. Find out more about what it means to work with a Chartered firm.
Because we’re real financial planners
As financial planners, we focus on people and what’s most important to them. We don’t try to sell financial products, but instead look to the future – towards your goals and aspirations, and how we can help you achieve them. Many of our advisers are expats themselves, who truly understand the journey you may be undertaking.
Because we have dual authorisation
We’re regulated in both the UK (FCA) and Australia (ASIC) and have built a team of advisers who are qualified to give advice in both jurisdictions. This means we’re able to support you throughout your entire journey – whether you’re moving, returning, retiring or managing assets across the UK and Australia.
Because we’re independent
As an independent firm, we’re able to give truly objective advice – something that’s particularly important when focusing on the individual. This means our recommendations are always based on what’s right for you and not on tied products or restricted ranges.
Because we strive to do better
Cross‑border financial planning evolves quickly, especially around taxation, pensions and retirement legislation. We’re always looking for ways to improve our service. Our team is committed to continuous professional development to stay ahead of any changes, ensuring UK-Australia expats receive up to date, forward-thinking guidance. Our CPD policy can be viewed here.
Because we come highly recommended
We’re proud to be recognised by clients and industry peers alike as expat specialists. With multiple awards under our belt, over 100 five-star reviews across Google and Trustpilot and many life-changing customer experiences, we’re proud to say we’re highly rated for our expertise in both UK and Australia cross‑border financial planning. Read our latest Client Survey results here.
Because we have offices in both countries
Our clients benefit from the strength of a global firm combined with the care and understanding of local advisers. With offices in the UK and across Australia, all advice is delivered directly by our own teams – nothing is outsourced. This unique footprint means you get seamless, consistent support from advisers across both jurisdictions.
Because we're experienced
Founded in 2009, we’ve supported thousands of expats with their finances, building deep, practical expertise in the complex rules, regulations and tax systems of both the UK and Australia. This experience means we can guide clients with clarity and confidence throughout every stage of their emigration journey.
Introduction to our services
With offices in the UK and throughout Australia, we are uniquely placed to help residents and expats alike, ensuring that wherever your life takes you, your financial future is smooth sailing. Learn more about our services and how we can help.
