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Simon Harvey
Group Managing Director at Bdhsterling
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Work Experience
Group Managing Director
Mar 2009 - Present · 15 years and 10 months
Senior Financial Planner
Jan 2004 - Mar 2009 · 5 years and 2 months
Corporate Pensions Consultant
Sep 1999 - Jan 2003 · 3 years and 4 months
Company Details
51-200 Employees
bdhSterling is a financial planning firm regulated in both the UK and Australia. We are proud to be an award winning Chartered financial planning firm with offices in both countries. We have a team of experienced advisers qualified to give advice in both jurisdictions. This means we’re able to support our clients throughout their entire journey between the two countries. As an independent firm, we’re able to give truly objective advice – something that’s really important when focusing on the individual. As financial planners, we focus on people and what’s most important to them. We don’t sell financial products but instead look to the future – towards your goals and aspirations and how we can help you achieve them. We’re specialists in advising clients when it’s appropriate to transfer UK pensions overseas with our experienced adviser team producing high level pension transfer advice and strategies for UK pension members who have moved abroad or who are looking to make the move.
Year Founded
2009
Social Media
LinkedinTwitter
Industry
Financial Services, Insurance brokers, Financial and insurance services, Business Services
HQ Location
bdhSterling Capitol Square, 4-6 Church Street Epsom, Surrey KT17 4NR, GB
Keywords
Pension TransfersQROPS Super/SMFSsForeign ExchangeAccounting and TaxProperty InvestmentInsuranceInvestmentMigrationPension ManagementHolistic UK Financial Planning
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