Making financial futures soar, with you every step of the way.
BDH Tax is an award-winning Chartered financial planning firm with offices across the UK and Australia. We specialize in helping individuals living in the UK, Australia and beyond achieve financial clarity and navigate the complexities of international finance. With expertise in both UK and Australian jurisdictions, our team guides you towards a secure and prosperous future.
What We Do
At the heart of our approach lies a deep understanding of your unique financial goals and aspirations. We offer comprehensive financial planning services tailored to your individual needs, whether you are:
Moving between the UK and Australia? We can guide you through the process of transferring your assets and investments across borders, ensuring a smooth and seamless transition.
Already living in Australia or the UK? We can help you optimize your existing financial plans, ensuring you are maximizing your savings and investments.
Considering a move overseas? We can provide valuable insights and strategies to manage your finances confidently in a new environment.
Our Values
Our core values guide everything we do:
- Client-focused: We prioritize your needs and work collaboratively to achieve your financial goals.
- Integrity: We uphold the highest ethical standards and transparency in all our dealings.
- Expertise: Our team is highly qualified and experienced in international financial planning.
- Accessibility: We believe financial planning should be readily available to everyone, so we offer clear communication and transparent fees.
Why Choose BDH Tax?
Our clients choose us for:
- Comprehensive expertise: We have a deep understanding of UK and Australian regulations and financial products.
- Experienced professionals: Our team comprises highly skilled and qualified financial planners and administrators.
- Personalized attention: We take the time to understand your unique circumstances and goals.
- Client-focused solutions: We work collaboratively with you to implement a tailored financial plan.
Get Started Today
If you are looking for trusted and experienced guidance with your finances, contact us today. We are committed to partnering with you on your financial journey and helping you achieve your financial dreams.
Company Performance and Quality of Service
The company, bdhSterling, has received mixed reviews regarding their performance and quality of service. On the positive side, some customers have reported excellent advice and service from the company, particularly from specific financial advisors such as Kevin Tutt, Louise Duncan, and Paul Lawson-Tyers. These advisors have been praised for their expertise, professionalism, and ability to explain complex issues in a clear and timely manner.
On the other hand, some customers have reported poor experiences with the company, including biased and generic advice, failure to listen to their needs, and demanding payment for reports that provided little value. One customer even reported losing their entire pension investment due to the company's advice to invest in a scam.
Specific Issues and Concerns
Some specific issues and concerns raised by customers include:
- Failure to provide personalized and unbiased advice
- Lack of transparency in fees and commissions
- Unprofessional behavior and poor communication
- Failure to take responsibility for mistakes and compensate customers
- Aggressive pursuit of payment for reports and services that provided little value
Recommendations and Trust
Based on the reviews, it is clear that some customers have had positive experiences with bdhSterling and have recommended the company and specific advisors. However, others have had negative experiences and have warned others to be cautious or avoid the company altogether.
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