Alexander Peter Wealth Management Bewertungen 

I've been working with Alexander Peter Wealth Management on transferring several UK pensions into a SIPP as part of my move to the US, and the service has been excellent throughout.

My adviser, Simon Putt, brought in Paula Morris to manage the transfer process; both have been fantastic — proactive, organized, and always on top of the moving parts across three different pension providers. Paula chased each scheme directly rather than leaving it to me, kept me updated with clear status reports, helped me correctly complete forms I found confusing, and even caught a small but important error in my paperwork before it became a problem. Every email was clear about exactly what was needed next and from whom.

Dealing with multiple UK pension providers while living abroad could easily have been overwhelming, but Paula and Simon made the whole process straightforward and kept things moving. Highly recommend their team for anyone navigating a cross-border pension transfer.

The process of transfer of pensions was made extremely difficult by UK end but Jeff White and Paula Morris made it all possible.

Thank for your professionalism, reactivity and crusade !
Maria

I switched to Alexander Peter Wealth Management a few years ago and have received excellent advisory service. My adviser, Christian Holbrook, is always extremely helpful and provides clear and insightful advice regarding overseeing my portfolio, and does so in an attentive, very friendly and highly professional manner.

Had a great experience with this company. Really appreciate the staff for their outstanding helpfulness and professional attitude, which makes complex financial transfers and pension decisions much easier.
Received clear explanations, expert guidance, and reassuring support tailored completely to their personal retirement needs.

Very proactive and highly organized the team is regarding paperwork and regular follow-ups are remarkably accessible, friendly, approachable, and always willing to answer questions thoroughly at every single step.

Jeff and India have been very helpful from the beggining of our relationship.
Easy to access and on top of everything.
Highly recommended

I changed my advisor to APWM and was introduced to Paul Griffiths and Georgie Rothery who have been very helpful and easy to work with. Because I live in Japan it took a very long time to transfer my pension, but Georgie was very persistent to chase things up with the pension holders, keep me updated and make sure that the process was completed. I appreciate Paul's clear explanations about his recommendations for the investment strategy which I struggled to understand with my previous advisor.

Simon Putt and Paula Morris and great to work with. Excellent investing financial advice for both US and UK retirement assets. Have been working with them for about 5 years and they listen well, always show several options for financial instruments that meet my wife and my retirement needs and goals. They are very responsive to questions.

great advice, support and communication with James and Paula who walk us through a very long process of reinvesting a UK pension whilst in the USA.

Daniel and Paula have been incredibly helpful shepherding me through the process of turning my final salary pension into a SIPP. I didn't realize how many hoops you had to jump through in order to do this but they both held my hand all the way. They were communicative, responsive, tenacious...all the qualities you need when dealing with a daunting administrative process like this. I highly recommend them.

Super financial advice and fast professional services. Looking forward to making lots more money in the coming years 👍

I live in the USA and needed help with my UK company pension. Alexander Peter Wealth Management supported me with transferring my UK company pension into a SIPP, and I was extremely pleased with the experience from start to finish. Daniel Leigh and Paula Morris guided me through the process with professionalism, clarity, and genuine care, giving me confidence every step of the way. Paula is excellent at arranging regular meetings, while Daniel provides thoughtful, expert advice, particularly on portfolio adjustments. I have also been very happy with the performance of my investment so far. What stood out most was Daniel’s ability to explain everything clearly and in straightforward terms. I am truly grateful to Daniel for his continued support and the outstanding personal service and guidance he provides.

I live in the USA and needed help with my personal UK pension. I was recommended by a friend to use Alexander Peter and subsequently worked with Daniel Leigh and Paula Morris. I have been working with them over the last few months and have now completed all that was needed. I really enjoyed working with them and found them to be extremely knowledgeable, professional, attentive to my needs, accessible, diligent and always willing to explain (and sometimes re-explain!) details. I trusted them explicitly when resolving issues and giving advice. Thank you Daniel and Paula.

I have had a very positive experience working with Daniel Leigh and Paula Morris at Alexander Peter Wealth Management.

Dan has been thoughtful, patient, and clear in helping me understand some complex retirement planning decisions, particularly involving UK pension arrangements and US residency considerations.
He has taken the time to explain options carefully and has been responsive to my questions throughout the process.

Paula has also been excellent. She is highly organized, responsive, and very helpful in keeping the administrative side moving smoothly.

I have appreciated their professionalism, warmth, and willingness to work at my pace. Retirement planning can feel complicated, but Dan and Paula have made the process much easier to navigate.

Christian Holbrook has consistently impressed me with his personality and amiable manner. More crucially he is extremely professional. Having known him for several years, I can attest to his keen financial knowledge and invaluable assistance. I wholeheartedly recommend Christian and Alexander Peter Wealth Management.

Exceptional experience working with James Lavender and Paula Morris on a complex transaction. James’s depth of industry knowledge was truly impressive, and his guidance on how to navigate a challenging situation was invaluable. His advice and consistent support made a significant difference throughout the process.

Working with Paula was equally excellent. She was always available, proactive, and a clear communicator who kept everything on track and running smoothly.

Together, they make an outstanding team, combining strategic insight with exceptional client support.

Both James and Paula were responsive, helpful and always informative. I believe I have the been given the best advice and strategy for my complex UK pension situation, as a result of my experience with James and Paula.

I have been very pleased with Daniel's breadth of knowledge and prompt responses to my many questions. He is always courteous and attentive to my needs. Paula has also been very helpful on the administration side, guiding me through the various process that have to be followed.

I have been in the US since 1998, and I have had a small sum of left over UK pension money that I was unable to do anything with. I found APWM through an online search and decided to let them take the reigns. They have secured my money into a well recognized international fund and they have been thorough and diligent and accessible throughout the process.
A huge thank you to India and James who made the process bearable!

Christian Holbrook is very knowledgeable to has been a great help to me.

Christian is a really helpful financial advisor. He is very patient in explaining things to me and always gives good advice.