Financial Adviser in Epsom, Surrey

Our Philosophy
When it comes to planning ahead and managing finances, many people act in haste or without proper guidance. At bdhSterling, however, we follow three simple rules that help our clients achieve financial independence. These are:
Carry out financial planning conservatively and correctly
Acquire the right investments
Give it time
Carry out financial planning conservatively and correctly
You probably have a unique set of hopes and goals for your future, which is why you’re looking ahead and planning how you will fund your ideal lifestyle. In addition, you will have your own personal and financial commitments to consider. In order to achieve what you want in life, it is important that you establish these aims and objectives before beginning any financial planning.
To help you live the life that you desire, we recommend having the following:
Capital for investment or assets that can be used for security, to provide investment capital
Clear aims and objectives
Advice on the options that are appropriate for you
Surplus cash flow
Acquire the right investments
Choosing where to invest your money is an essential part of the strategy, if you want to achieve your financial goals. The options available to you include stocks and shares, property, a personal savings portfolio and / or pensions (in the UK or overseas).
At bdhSterling, we ensure all options are considered, when it comes to managing your finances and investments. We offer expert advice, based on your own personal objectives.
Give it time
Although every case is different, it can prove financially rewarding to invest over longer periods of time. Investing for the long term can mean you avoid getting caught out by sudden or unexpected downturns, such as interest rate changes or a fall in property value.
bdhSterling can help you reach your financial goals and achieve financial independence.

Contact Details

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01372 724 249



Capitol Square
4-6 Church Street
Epsom, Surrey
KT17 4NR

List of Services


  • Investment Advice
  • Capital Bonds
  • Collectives
  • EIS
  • Fixed Interest
  • Investment Trusts
  • Junior ISAs
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT


  • Pension Advice
  • Annuities
  • Auto Enrolment
  • Executive Plan
  • Income Drawdown
  • Occupational Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension

Personal Insurance

  • Personal Insurance Advice
  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life Insurance
  • With Profits Insurance

Business Insurance

  • Business Insurance Advice
  • Employers Liability
  • Key Person
  • Pension and Capital
  • Professional Indemnity
  • Relevant Life
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

FCA Authorisation

Firms must adhere to strict rules and regulations if they are to maintain their position on the FCA register.


Click on the link below in order to be directed to the FCA Registry list, from there you will be able to input the Firm's details, so you can see their FCA registered profile.


bdhSterling Ltd is Authorised and Regulated by the Financial Conduct Authority, Ref no: 499460. Company Registration Number: 6849498.

Having trouble with all the financial terminology?

Understanding all the Financial terminology can be difficult, thats why have added definitions for every Financial Service mentioned above.


Use our Financial Dictionary page to find a specific definition and understand more about the Financial products on offer by Financial Advisers.

Print Print | Sitemap Ltd. Company Registration Number: 0777 7471. Copyright © 2013 - 2018 All rights reserved. Find Accountants, Financial Advisers, Business Loans. Registered office: The Mill Building, 35 Chatsworth Road, Worthing, West Sussex, BN11 1LY. Open hours: 09:00 - 17:00, Monday to Friday.