Services

Financial Forecasts

We provide financial planning advice to help you achieve your future goals.

Personal financial planning for your future.

Planning for your future can be a daunting task and often it is hard to see how all the pieces in your ‘financial jigsaw’ fit together. Questions such as “am I saving enough to be able to retire at 55?” or “do I have sufficient protection in place?” can be hard to visualise and view as a bigger picture.

At bdhSterling, we can assist you with questions such as these. From our first meeting, we are already starting to create your financial plan based on your circumstances now and in the future whilst incorporating your financial goals and aspirations.

No matter what stage of life you are at, putting the right plan in place can make a huge difference to your future.

Our independent financial advisors use our Cash Flow Planning Software to create your bespoke financial plan which helps provide clarity to these and any other questions you may have. We can help you establish whether you are saving enough to meet your long-term goals, are you adopting the correct strategy for your investments, should you be considering further financial protection or are you simply not spending enough?

Whatever the scenario, we can ‘model’ this and provide you with a detailed financial plan. Our financial advisors believe in holistic financial planning and advising on the bigger picture. With their expertise, our professional financial advisors can ask the right questions allowing you to make key decisions.

Not only can we create a robust financial plan to see you throughout your retirement, we can also assist you with estate planning, ensuring your loved ones can also benefit from impartial advice.

Your plan is a living document and with our ongoing service, will be regularly reviewed, ensuring you remain on target to achieving your financial goals whether short, medium or long-term. We can help provide you with solutions, tailored to your objectives and needs and assurances that we are working with you every step.

We can appreciate life can throw some curveballs but with our experience, we can help adapt to these and modify your financial plan, ensuring you are still able to live the life you want.

We’ve been helping people achieve their financial goals for over a decade.

For over 10 years bdhSterling has been helping people plan, save and invest for their retirement. We are committed to providing the most professional level of financial planning advice required to help you achieve your future goals.

Our independent financial advisors are experienced in helping our clients devise sound financial plans to help fund the life they want to live in retirement.

As well as helping you make informed choices and steer clear of pitfalls, our independent financial advisors can help alleviate any concerns or fears as well as help save you time and stress. By working with a professional financial advisor, you can avoid costly mistakes and achieve clarity and peace of mind now and in your later years.

Our annual reviews ensure your plans stay on track and give you the control over your financial future to make any necessary adjustments should your circumstances change.

We are authorised and regulated by the Financial Conduct Authority (FCA) and welcome the FCA’s core principles, ensuring we adopt the highest standards and are always fully transparent with costs.

To find out how we can help you achieve your financial goals please contact one of our independent financial advisors on 01372 724249 or complete an enquiry form on our website.