Alexander Peter Wealth Management Bewertungen 

Georgie Rothery and Paul Griffiths provided excellent support and clear explanations of the transfer process. Georgie was relentless in chasing my previous providers in order to ensure the transfer happened. With Georgie's persistence the 3 companies are now in one UK SIPP.

I would like to thank the team at Alexander Peter Wealth Management, in particular Jeff White and India Lambourne, for their outstanding service and professionalism.
Jeff White has provided me with expert advice and guidance throughout what I thought was a scary experience.
Because I am an expat in Spain, my pension provider in England would not offer me an annuity.
I have jumped through so many hoops, I was resigned to the fact that the only way I would get my pension was to move back to England.
Jeff and India explained what they could do for me in a very understandable way.
They basically held my hand through the whole process.
I would highly recommend Alexander Peter Wealth Management, and if you can, ask for Jeff and India.

I would just like to thank Paul Griffiths and India Lambourne for all their help with my pension transfer.
They were amazing they made every step very easy for me and always responded to any questions promptly
All of their advice and assistance was much appreciated

It was time to decide how to handle my UK pension as a US resident. I did my research and comparison and chose Alexander Peter Wealth. James Lavender and Paula Morris took me every step of the way to a successful transfer to USD based investments and a cashout for 25% of it tax free. It was a complex process made easy over about 2.5 mos and it was worth it. I am very pleased with the professionalism of the team and the tools made available to track my pension.

Christian Holbrook, financial advisor, provided clarity and thorough follow up on my inquires and requests. Highly recommended.

We used Alexander Peter's Paul Griffiths to completely update our investments to reflect our residency in France. He was very easy to work with and created a package that reflects our needs now and into the future.

"I decided to entrust Alexander Peter W.M. at the end of last year, as I had completely lost confidence in my previous financial advisor. In just a few months the situation has changed significantly for the better and for this I must express my gratitude to dear late Craig Allanson (R.I.P.), whose advice proved essential in guiding my decision. The careful management of my savings by Alexander Peter W.M. is already bearing fruit in less than a year, and the professionalism and attentiveness of my current financial advisor, Paul Griffiths, further reassure me that I made the right choice. I trust that the level of excellence delivered so far will be maintained over time."

Paul Griffiths is very professional and explains everything thoroughly.
He is charming and I 100% trust his judgement.

I would like to extend my sincere appreciation to the team at Alexander Peter Wealth Management, and in particular, to Mr. Jeff White and Ms. India Lambourne, for their outstanding service and professionalism.

Mr. Jeff White has provided me with expert advice and guidance throughout, offering recommendations and solutions perfectly tailored to my requirements. His insight, clarity, and ability to address complex matters with confidence have been excellent and truly commendable.

Equally, I must acknowledge the invaluable contribution of Ms. India Lambourne, whose dedication, attention to detail, and persistence in following up on every query made the entire process seamless. Her efficient coordination and administration of the complex task of registering my documents with the relevant authorities ensured everything proceeded smoothly and without unnecessary delay.

I am also grateful to Alexander Peter Wealth Management as a whole for choosing such a well-situated office location. Having the opportunity to visit in person and engage in face-to-face meetings provided great reassurance and confidence throughout the process.

I sincerely recommend Alexander Peter Wealth Management, and in particular Mr. Jeff White and Ms. India Lambourne, to anyone seeking professional, reliable, and client-focused wealth management services. Their exemplary support has been instrumental in achieving an excellent outcome.

Christian Holbrook is extremely professional but at the same time very approachable and easy to chat with.
He is a great asset to his company.

Christian Holbrook has been my advisor for a few years. I have always found him helpful and knowledgeable and always has his clients interest at heart. There are many advisors but if you have Christian to advise you, I think you would be satisfied.

After moving from Australia back to UK then to Spain over a short period of time I realised my pensions had not performed as expected. Although I was very sceptical of change at first, Paul Griffiths eased my fears and explained my situation and where / how he could provide a pathway to where I should be in a very succinct easy way to understand. Paul is very approachable but very knowledgeable and professional in his approach, I am very impressed with the way things have finally worked out with his support.

Pleasure dealing with Christian again in our regular quarterley review

James and Paula successfully transferred various pensions into a SIPP following my move to the USA. This had more hurdles than I anticipated, but Paula kept the momentum going and James offered good and fair advice appropriate for my situation.

A pleasure to deal with Georgie & Matt. They were both very professional, knowledgeable and helpful with the transfer of my pension. Thank you for making the process so straightforward:)

Jeff White has provided me with support for the past three years, always working extremely professionally and efficiently. He and Paula Morris are always responsive, dealing with any issues quickly. Although some of the processes involved in changing funds can take a long time, they are always on the ball and chase up where necessary. They have also recommended a varied fund portfolio that has performed relatively well, considering the current economic scenario. I am much happier with them than I was with my previous management company, which chose expensive pension product providers that yielded very little return. I would certainly recommend Alexander Peter to any expats in Spain looking for sound financial planning and reliable investment advice.

Cannot thank Jeff and Georgie enough for their support and assistance during technical problems with my transfer. Also Jeff's knowledge and advice and would recommend them in an instant.

I was initially unsure whether I required the services of Alexander Peter Wealth. However, with the guidance and support of Jeff, Georgie, and previously Craig, I can confidently say that I would not have managed without their expertise. Their professionalism and dedication made a significant difference throughout the process.

Myself and my wife were dealing with APWM to arrange our pension & investments consolidation and Paul and Georgie were fantastic throughout. Huge care was taken in explaining the process and we were supported extremely well throughout, including some rather frustrating times when a pension administrator couldn't seem to follow the basic instructions.

We would happily recommend APWM and Paul and Georgie especially to anyone requiring a similar service.

I have been dealing with Jeff White and Georgie Rothery and it has been extremely easy. They are professional and very knowledgeable and adaptive to the pace I was ready to progress.