Paul Davies
Director at Bdhsterling
Based in Kingston Upon Thames, United Kingdom
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Seniority
Director
Department
General Business & Management
Location
Kingston Upon Thames
Industry
Financial Services
Company size
51
Contact information
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p•••••••@bdhsterling.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Paul Davies
When it comes to financial planning, I firmly believe that it is essential to find out what the client is looking to achieve and what their aspirations are. With my experience, together with the team, combined with the use of tools such as cash flow forecasting, bdhSterling look to design a bespoke financial plan to help a client meet their goals. Being a UK Pensions Transfer Specialist authorised and regulated by the UK Financial Conduct Authority (FCA) I fully understand the importance getting this area of advice correct. I have worked in the UK financial services since 1991. I was a former Pension Technical Consultant at Standard Life between to 2004. For many years I have specialised in advising people migrating to Australia and New Zealand regarding their finances. This includes having first hand experience and expertise in Qualifying Recognised Overseas Pension Schemes (QROPS).
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