In this compelling episode of Adviser 3.0, we sit down with Simon Harvey, founder and owner of BDH Sterling, who has built something truly unique in our industry.
From One Country to Two Continents: In Conversation with Simon Harvey
How do you grow a boutique financial planning practice into a multi-office, international operation? In this standout episode of Adviser 3.0, we sit down with Simon Harvey, the founder and owner of BDH Sterling, to explore the journey of building a business that now spans two continents.
What began as a niche service helping UK clients move to Australia has evolved into a cross-border success story. Today, BDH Sterling operates with 50 team members across Epsom, Sydney and Perth, managing over £500 million in assets and supporting more than 1,200 families.
Simon’s story is one of vision, resilience and strategic growth. If you’re curious about scaling a financial planning firm beyond borders, this is an episode you won’t want to miss.
🎙️ Tune in to Adviser 3.0 to hear how Simon built something truly unique in our profession.
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