International Financial Planning | bdhSterling

International Financial Planning

With many opportunities to live and work outside of the UK, it is important that people understand their finances and the many pensions, savings and investment possibilities available. bdhSterling can provide financial planning advice taking into account the suitability of the country or jurisdiction the individual is living in. This advice is important if you are any of the following:

  • Internationally mobile.
  • A UK expat settled overseas.
  • A UK expat returning or retiring back to the UK.

 

process1

process1

Knowing you

  • Introductory meeting
  • Talk about your goals and objectives
  • You find out about us
  • Can we work together
process1
process2

process2

Research
& Analysis

  • Collating information from your existing providers
  • We build a financial strategy for you
process2
process3

process3

Present
our analysis

  • Present to you our recommendations designed
    to achieve your goals
process3
process4

process4

Implementation

  • Proceed with agreed
    recommendations
process4
process5

process5

Maintain
the plan

  • We provide ongoing advice for you
  • Regularly review your plan and evolve the strategy
process5