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bdhSterling
bdhSterling: Transferencias de pensiones claras y asesoramiento sobre el Fondo de Pensiones Autogestionado con atención profesional.
5(5 reseñas)
Financial Advisor
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bdhSterling: Transferencias de pensiones claras y asesoramiento sobre el Fondo de Pensiones Autogestionado con atención profesional.
bdhSterling es una consultora financiera con sede en Perth que ofrece asesoramiento experto sobre transferencias de pensiones del Reino Unido, la constitución de un Fondo de Pensiones Autogestionado y otros servicios financieros relacionados. Ubicada en 28 The Esplanade, Perth, el equipo recibe elogios por su servicio minucioso, transparente y altamente profesional que facilita las transferencias complejas. Los clientes destacan una comunicación clara, un conocimiento profundo y un apoyo fiable en Perth, Sídney y el Reino Unido.
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Asesoramiento experto sobre la transferencia de pensiones del Reino Unido a fondos de pensiones autogestionados australianos (SMSF), gestionando los requisitos de HMRC y procesos complejos con total transparencia.
Asistencia integral para establecer y gestionar SMSFs, incluidas estrategias de inversión y cumplimiento normativo.
Asesoramiento personalizado en inversiones, planificación de la jubilación y gestión de patrimonio adaptada a las necesidades de cada cliente.
Asesoría fiscal estratégica para optimizar resultados financieros y garantizar el cumplimiento de las regulaciones australianas e internacionales.
Desarrollo de planes de jubilación personalizados para asegurar un futuro financiero y apoyar transiciones sin problemas hacia la jubilación.
Steph from BDH Sterling has been absolutely fantastic throughout the whole of my pension transfer journey; couldn’t speak any more highly. In fact, the whole BDH team right from the beginning has been thorough, transparent and highly professional making the process entirely stress free! Recommend
I have been a client of bdhSterling for over six years, following the transfer of my Pension fund to a QROPS - a legislative requirement of HMRC. This was quite a complex process, and I cannot commend bdhSterling highly enough for their knowledge of the requirements and professionalism throughout the whole process. Nothing was too much trouble, and they guided me through every step of the process. I could not have set up my Self Managed Super Fund without their expertise and depth of knowledge. Every member of the bdh Team I have had the pleasure of dealing with has always been extremely professional and friendly, and nothing has ever been too much trouble. Communication and the advice provided is always very clear, and any questions are always responded to in a timely manner. I have had previous interactions with members of the Sydney Office, and more recently with team members in the Perth Office. I cannot commend them highly enough. I have every confidence in the management of my Self Managed Super Fund, and the financial advice provided by bdhSterling and would certainly recommend their services to anyone.
The BDH team helped me navigate the transfer of my UK pension into an SMSF in Australia. The process was clearly explained, very transparent and I was very happy with the advice and outcome. Thanks to all at BDH in Perth, Sydney and the UK for looking after this for me. Cheers, Frank
JOHN HARROWER I have been with John for many years and have found him to be an excellent Financial Adviser. John is well informed and at all times puts forward financial options that are relevant to my personal situation. Details of your financial situation are clearly presented and at all times up to date. No attempt is made to influence your decisions but rather options are clearly presented and well explained. TRISH
We have been represented by financial advisor John Vailes at Bdh for a number of years now. We cannot recommend his services highly enough. John is extremely professional and very personable. He always answers all our queries thoroughly and has provided invaluable advice and support with regard to pension transfers from the Uk, setting up superannuation plans, investments and tax advice. Thank you John for making the transition to our new retired life in Australia so smooth and easy!
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