bdhSterling - Epsom

Introduction to bdhSterling

bdhSterling is a respected financial planning firm located in Epsom, United Kingdom. They operate from their address at Capitol Square, 4-6 Church St, Epsom KT17 4NR. The firm’s commitment to providing comprehensive and personalized financial advice has garnered a consistently high level of client satisfaction, as evidenced by its impressive 4.8/5 average opinion rating on Google My Business. For those seeking expert guidance on a range of financial matters, bdhSterling presents a dependable and professional service.

Location and Contact Information

The firm’s physical location at Capitol Square offers a professional and accessible environment for clients. Phone: 1372724249 serves as the primary channel for direct communication. Individuals can easily contact the team to schedule consultations or discuss their financial needs. The website, bdhsterling.com, provides a wealth of information regarding their services, team members, and frequently asked questions. This digital platform allows prospective clients to learn more about the firm’s approach and expertise before engaging with them directly.

Services Offered: Financial Planning Expertise

bdhSterling specializes in financial planning, catering to a diverse clientele with varying financial circumstances and goals. Their services extend beyond simple advice; they offer a holistic approach to financial management, encompassing retirement planning, pension transfers, investment strategies, and wealth management. Specifically, the firm has demonstrated considerable expertise in facilitating pension transfers, providing valuable guidance to clients considering relocation, such as moves to countries like Norway. The firm’s proactive assistance in navigating the complexities of international pension transfers highlights their dedication to client success. It’s clear that they prioritize understanding each client’s unique situation and tailoring solutions accordingly. The firm’s dedication to delivering excellent customer care is noteworthy, as demonstrated by numerous positive testimonials.

Key Features and Accessibility

bdhSterling has implemented several features to enhance client convenience and accessibility. Online appointments are readily available, allowing clients to schedule consultations from the comfort of their homes or offices. Furthermore, the firm prioritizes inclusivity by offering a wheelchair-accessible car park and entrance, ensuring that individuals with mobility challenges can easily access the premises. A wheelchair-accessible toilet is also available, reflecting a commitment to accommodating diverse needs. Appointments are generally required, and the firm recommends booking in advance to secure a preferred time slot. The firm's responsiveness and willingness to accommodate client schedules are undoubtedly factors contributing to its positive reputation.

Client Feedback and Reputation

bdhSterling’s strong reputation is underpinned by a significant number of positive reviews on Google My Business – currently totaling 41. These reviews consistently highlight the firm’s professionalism, competence, and dedication to client satisfaction. One notable testimonial emphasizes the firm’s ‘excellent all-round sound advice,’ particularly for clients contemplating a move to countries like Australia. A specific client praised Paul Lawson-Tyers, a key contact at bdhSterling, for his ‘phenomenonal’ support throughout the complex process of pension transfers, citing his ‘dedication and patience’. The frequency of positive comments regarding the firm's expertise and personalized service suggests a strong commitment to building long-term client relationships. The firm’s ability to effectively navigate intricate financial procedures, such as international pension transfers, is a clear strength.

Further Information and Recommendations

Clients considering engaging with bdhSterling should anticipate a thorough and consultative approach. The firm’s process typically involves a detailed assessment of individual financial circumstances, goals, and risk tolerance. They will then develop a tailored financial plan designed to meet these specific needs. It’s advisable to appointment required and strongly recommended that clients schedule consultations in advance, particularly those with complex financial situations. The firm’s accessibility features and online appointment system further streamline the process. Individuals seeking a trustworthy and knowledgeable financial planner should strongly consider bdhSterling’s services. The firm's dedication to customer care and its proven track record of successful outcomes make it a compelling choice for those seeking professional financial guidance.

👍 Reviews of bdhSterling

Matthew S.

5/5

Excellent all round sound advice if ever you are thinking of moving to Australia!

Paolo S.

5/5

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 M.

5/5

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

Jason H.

5/5

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.

Nathan L.

5/5

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.

Paul C.

5/5

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.

Barrie H.

5/5

I contacted bdhSterling some 3 years ago, to transfer my UK pension over to Australia. Throughout the complex transfer they were always available to give professional & expert advice. A special mention must go to Paul Lawson-Tyers for his dedication & expert advice over this period.

Alan B.

5/5

Paul and Louise have been amazing. I would 100% recommend their financial advice services. Every effort was made to make us feel comfortable with our savings.