bdhSterling
bdhSterling is a Chartered financial planning firm with offices in the UK and Australia, specialising in financial planning services for individuals living in the UK, Australia, and overseas.
- Tax planning
- Estate planning
- Superannuation advice
- UK pension transfer services
- International financial planning
Locations
Competitors
The Orchard Practice is a family-run financial planning business based in Elstree & Borehamwood, established in 1997.
MLP Wealth is a family-run, independent financial planning business established in 1983, providing tailored financial advice to both private and corporate clients.
Company Details
bdhSterling is operated by Bdhsterling Limited and is a Active company incorporated on 17 March 2009 with the registered office located in Epsom, Surrey. Bdhsterling Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
3
Age
16 years old
Employees
22
Turnover
Unreported
Total Assets
£2.74M
Cash in Bank
£101.41K
Total Liabilities
-£2.12M
Teams
16
7
5
5
2
Director • Joined Jun 2009
Marketing Manager • Joined Jun 2023
Group Director Of Operations • Joined Oct 2018
Paraplanning Manager (UK) • Joined Apr 2020
Group Managing Director • Joined Mar 2009
Operations Coordinator • Joined Sep 2024
Finance Administrator • Joined May 2019
Office Administrator
Client Administrator • Joined Apr 2024
Client Administrator • Joined Apr 2016
Assistant Accountant • Joined Feb 2022
Associate Financial Planner • Joined Nov 2024
Associate Financial Planner • Joined Jul 2024
Trainee Paraplanner • Joined Jul 2024
Financial Adviser • Joined Sep 2011
Group Financial Controller • Joined Jan 2021
Paraplanner • Joined Jul 2018
Director • Joined Jun 2009
Marketing Manager • Joined Jun 2023
Group Director Of Operations • Joined Oct 2018
Group Managing Director • Joined Mar 2009
Group Financial Controller • Joined Jan 2021
Operations Coordinator • Joined Sep 2024
Assistant Accountant • Joined Feb 2022
Office Administrator
Client Administrator • Joined Apr 2024
Client Administrator • Joined Apr 2016
Paraplanning Manager (UK) • Joined Apr 2020
Senior Paraplanner/PTS • Joined Jun 2018
View 16 members