bdhSterling Capitol Square, 4-6 Church St, Epsom KT17 4NR

bdhSterling

48 Reviews
  • Friday9 AM–5:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5:30 PM
  • Tuesday9 AM–5:30 PM
  • Wednesday9 AM–5:30 PM
  • Thursday9 AM–5:30 PM
bdhSterling Capitol Square, 4-6 Church St, Epsom KT17 4NR

About the Business

bdhSterling: Chartered Financial Planners in the UK and Australia | We provide international financial planning services for people living in the UK, Australia and overseas. Find out more about how we help.

Contacts

Call Us
01372724249
Capitol Square, 4-6 Church St, Epsom KT17 4NR

Hours

  • Friday9 AM–5:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5:30 PM
  • Tuesday9 AM–5:30 PM
  • Wednesday9 AM–5:30 PM
  • Thursday9 AM–5:30 PM

Features

  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Wheelchair-accessible car park
  • Appointment required
  • Toilets
  • Online appointments

Recommended Reviews

Paul Cully
21.03.2024
bdhSterling
Excellent advice. I spoke to adviser Paul Lawson-Tyers about moving a defined benefits pension scheme from the UK to New Zealand, and he was thorough, straight-up and very knowledgeable. He scheduled a video call at a time that suited us both, and explained the more complex issues to consider in layman's terms. He followed that up with a comprehensive report in a timely fashion, and I would recommend him to anyone.
Alison & Steve Burgess
18.03.2024
bdhSterling
My wife and I have dual UK/Australian citizenship. We live in the UK and our superannuation funds are in Australia. We are coming up to retirement and needed advice as we haven't yet decided where we will eventually live. Paul Davies was our adviser, ably supported by the excellent Louise Duncan, a paraplanner. We had some long conversations about various scenarios and the pros and cons of different strategies. The process was very informative, and we both felt that we were being listened to and our situation was being carefully analysed. The outcome was a detailed plan that included 2 main scenarios, one UK-based, the other Australia-based. The plan showed us that we could live comfortably in either country, which means our decision on that is not going to be forced by a financial consideration. So now we are looking forward to our retirement with confidence and peace of mind, knowing we have the wherewithal to make choices based on lifestyle and family considerations. I would highly recommend BDH Sterling to anyone looking for confidence and peace of mind in their future (and aren't we all?). Thank you so much, Paul and Louise.
Jason Heather
05.03.2024
bdhSterling
While transferring my pension to NZ I engaged the services of bdhSterling to advise on the UK part of the process. My advisor, Paul Lawson-Tyers, was not only professional, informative and thorough, but he also made sure my questions were answered in a way that I could understand fully. The time difference needed to be taken into consideration but after some late night / early morning meetings I came away feeling much more relaxed with this daunting process. Can't recommend Paul Lawson-Tyres and the whole bdhSterling team enough.
Jordan R
13.02.2024
bdhSterling
I had a very poor experience with bdhSterling. They did not listen to my needs, provided incredibly basic and biased advice, then produced a useless report that had 0 value in it (with no confirmation that I wanted this report in writing).When I refused to pay, the advisor I was dealing with quit (shows how it's probably not great to work there, as well as not great being a client of theirs) so I had no continuity of service.They then had the audacity (and poor client service approach) to send me a legal letter demanding payment for a useless 1450GBP report from an advisor who no longer worked there, with no offer of follow on value or consultation for this report fee. A properly run organization focused on long term partnering for value would have offered a follow up consult to understand if there's still value they can bring me from my already poor experience - but no sight of this!Be careful of bogus and very generic financial advice" from this firm - they are crooks. bdhTax does a good job
Paolo Stanisci
23.01.2024
bdhSterling
bdhSterling has provided me with transfer advice for my pension from the UK to Norway. I am so impressed and pleased with the level of competence and customer care that I have now decided to use bdhSterling again for my other pension. Paul Lawson-Tyers, my main contact at bdhSterling, has been nothing short of phenomenal - he helped me through the whole process with plenty of dedication and patience.
Peter Middleton
28.12.2023
bdhSterling
I dealt with Paul Lawson Tyers for the transfer of my UK pension to NZ. I found Paul and the bdhSterling team to be very professional, helpful and supportive throughout the process. There is a lot to consider when transferring a pension and I felt that Paul gave me as much of his time as I needed in order to ensure I considered and understood all the issues relating to this transfer. I wouldn't hesitate to recommend Paul and bdh Sterling to anyone considering whether to transfer a pension
Tim Westover
27.12.2023
bdhSterling
Excellent company. Very knowledgeable and provide first class customer service. I have been with bdhSterling for a number of years and would have no hesitation in recommending them
Nathan Lewis
26.12.2023
bdhSterling
We've been with bdhSterling for over 5 years now and have always been very pleased with their service. Paul Lawson-Tyers has been a reliable and trusted advisor who is happy to answer any of my questions. I have recently been allocated a new advisor in my home country of Australia who was keen to introduce himself over the phone. I appreciated this personal touch and I'm confident my money is in good hands.
kemal parlar
22.12.2023
bdhSterling
Paul Lawson-Tyers, who has been working to amalgamate my bits and pieces of work place pension funds in one place and invest it correctly for me is a thorough professional in what he does and an absolute pleasure to work with, even though I was thousands of miles away.He instills confidence in clients so that you don't have to worry about any steps in the process and always a prompt replier to any queries.I recommend him to help anyone with their pension issues.
Gary Cottell
16.12.2023
bdhSterling
Been with Bdh Sterling for 5 plus years, present financial planning manager Kevin Tutt excellent, also have great support from Louise Duncan, highly recommend the company for pension advice.

Add Review

Map

Capitol Square, 4-6 Church St, Epsom KT17 4NR
bdhSterling