Alexander Peter Wealth Management Bewertungen 

I recently have been supported by Matt and India on a pension matter, and I cannot speak highly enough of their service. While the process itself was lengthy due to factors beyond their control (namely, roadblocks from my current provider), Matt and his team were unwavering in their support.

They empowered me to make informed decisions at every stage, patiently explaining complex information and answering all my questions thoroughly and promptly. Their professionalism and proactive communication were truly impressive.

Beyond the professional aspect, they built a genuine rapport with me, making the entire experience much more comfortable. I highly recommend to anyone seeking expert guidance.

Thankyou to Christian Holbrook for your advice and excellent communication. Christian explains everything simply so even I can understand 🤣. I've been talking to him for a few years now, so when it came to a new investment he knows me well enough to make suitable suggestions that fit my profile (on paper) but also my personality. This personal touch is invaluable. I have total faith in him, so thankyou.

I'd also like to mention Georgie Rothery and Paula Morris from Admin. They are always on hand to help with any paperwork, being both friendly and efficient. Thankyou ladies!

Due to unforseen circumstances it became essential that I had access to my full pension with Sovereign Trust in Gibralter. During this procedure I was contacted my Matt Gould an adviser with Alexander Peter. This proved invaluable to me as he supported and guided me through the whole process from start to finish,supplying all necessary documenyayion required etc. I cannot praise him enough,and give him your maximum rating

I initially contacted Alexander Peter in early 2024 with a view to moving my pension somewhere else where it would perform better for someone like me who lives overseas. I originally dealt with Gerald but now that he has left for pastures new I am dealing with Jeff White, who has been remarkably open and honest in the couple of web meetings I have had with him. Throughout this period Paula Morris has also been supporting me and has been relentless in her efforts to get my rather useless and incompetent pension provider (and it was one of the biggest ones in the UK) to get their act together so that the transfer could take place. After submitting a complaint about their lack of activity they finally got themselves sorted out and the trannsfer is due to take place very soon. I also received some compensation for the time it has taken them to get things arranged, so thanks Paula! All the time I have been kept informed by Paula and Jeff about what is happening.
It has been a pleasure to deal with Paula and Jeff and I look forward to our regular meetings once the transfer has taken place.

As a French investor looking for opportunities all over the globe, working with Matt Gould from Alexander Peter was a very positive experience. After reviewing different investment opportunities, I decided to invest in social housing in the UK. Despite the fact that I was not familiar with the British system, Matt’s support all along the process made it very smooth and easy to understand. I am very satisfied on one hand as the return on investment is way better compared to the opportunities on the French market and on the other hand because those programs offer a precious help to people in need, which also was an important parameter for me.

I must say there have been times with my UK pension transfer that i have been somewhat confused with the whole process, but James Lavender and Paula Morris have been superb in clarifying all the aspects. Their support is perfect and especially the clarity and perseverance with one of my UK pension companies. They both, are a credit to this company.

I decided not to use this company based on my experience from their 'advisor'. Their adviser that I met with did not follow my instructions regarding providing the historical performance of the funds he was suggesting and kept insisting he had sent documents to me, which he had not, and instead only chose to share a single document with me via a Teams meeting. Why wouldn't he send it???
The product recommended did not reflected my risk profile either so was entirely unsuitable. I had the impression he was unprepared for the meeting and was using the the old 'techno babble to baffle brains' type approach. Frankly, it was a waste of my time dealing with this company.

Dealing with both Paul Griffiths and India Lambourne has been simply and incredible experience!!! Knowledgeable, professional, attentive and both just really nice people to boot!! Investing my future in their hands has become a no brainer. The help given to me has been second to none even when dealing with an incredibly drawn out pension transfer process...looking forward to our future relationship and all the success that I trust they will bring to my portfolio!!!! 5*

James Lavender was a delight to work with - he managed the transfer of my UK pension to a US investment account. It's a complicated process with lots of jargon and numerous stages that can be quite time-consuming and intimidating - James navigated these with ease and does a great job of translating what's happening to the layperson (ie me).

Based on his professionalism, courtesy and knowledge of the markets, I'd recommend APWM to any other expats looking to put their money to work.

What a breath of fresh air. We saw an advert on Facebook for Alexander Peter Wealth Management and contacted them. They were instantly in contact with us and set up a meeting with Paul Griffiths. We explained our position to him and were greeted with good genuine advice. Paul is friendly, understanding and extremely knowledgeable, we were impressed by his quick responses to the questions we had. There was no pressure or selling techniques used. We have now transferred our investment portfolio over to APWM and wish we had done this years ago. We are looking forward to the future.

Many thanks to Paul and Georgie and the other 'back room' staff at APWM for the service provided to date, and our confidence in them for future support. Due to circumstances at the beginning of this year, my wife and I needed to find a replacement Independent Financial Advisor who would do all the necessary work to ensure ongoing compliance with the Independent Pension Trustees and our Irish Private Pensions with minimum fuss, and all the time remaining compatible with Portuguese Tax Legislation and NHRS requirements. After talking in depth with various other IFAs' about our circumstances, and clarifying their charges, Paul Griffiths and APWM were the 'stand-out' organisation in our opinion, and very competitive regarding costs. Paul and Georgie also managed all the 'toing and froing' communications when we noticed the Trustees made some 'miscalculations' regarding our quarterly pension distributions. My wife and I are now in a position to make a 'mid-term' lump sum investment, and we had no hesitation in going back to Paul to ask his advice and seek his recommendations. Paul answered – by e-mail or during video link meetings - all (a lot) of the points we needed clarification about in a timely manner, or advised us if he needed to go to another source for answers to our questions. He also provided a lot of detailed information about products, and 'summarised' the 'blurb' to 'bite-size' easily digestible pieces. As this 'new journey' is just beginning for us, we are looking ahead with calm confidence.

Paul has been supporting me for pension advice, he has listened carefully to my explanations and wishes , has supplied a good analysis of my situation , and has offered clear unbiased advice. I have kept Paul's contact details for possible future use.

I found APWM through the UK.gov pensions site and have subsequently dealt with Matt and Georgie to move my UK pension to a Euro SIP and make some other investment choices. I have found them to be utterly professional and helpful at all times through the process. Highly recommend.

Both Jeff White and Paula have been incredible through this whole process of moving my SIIP. I have been kept well informed along the journey and they have been very patient with my often slow responses and endless questions. I have felt confident and non pressured at all times during the process and would highly recommend anyone thinking of investing with AP Wealth management . Thanks guys !

Would like to thanks Paul and India for the support in transitioning our investments. The follow ups and communications has always been great. Can always count with a quick response from both. Thank you!

I was seeking advice regarding a workplace pension as I was unsure which option suited my personal situation. I received a call offering me a call with a pension expert and agreed, albeit with some trepidation. The call was duly organised and I was fortunate to be contacted by Mr Craig Allanson. I was apprehensive as my knowledge of economic matters is limited and also worried about the possibility of being duped in some way. So I was relieved when Mr Allanson introduced himself and I perceived immediately from his friendly yet professional manner that this gentleman was honest, experienced and trustworthy. Indeed, Mr Allanson and I had a delightful conversation peppered with observations about living abroad and the importance of making wise financial choices. I especially appreciated his patient explanations in comprehensible terms of the options available to me. Mr Allanson calmly clarified potential courses of action and even followed up with further information by email. I am most grateful for his industrious efforts which enabled me to make informed choices. I also appreciated his friendly, caring and relaxed demeanour. It was a pleasant and fruitful experience for which I am very grateful. Thank you so much, Mr Allanson!

Elena Ryan senior adviser has listened to me and understood my investment needs.
She is professional with a personal touch which makes me feel valued as a client.
She explained the investment clearly and in plain language
and answered all my questions in the same manner.
I would highly recommend any ladies (or gents) to speak to her.

I had an original contact Claire Taylor who was a fantastic help and excellent advisor I was combining UK private pensions together into a new fund. One of the current pension companies made the transfer very difficult. Paula Morris spent hours and hours chasing them and trying to sort them out for me. Eventually they transferred the funds and Paula even secured compensation from them for their behavior. Absolutely outstanding work from Paula. I have a new adviser now who I will be working with going forward. This is a top class company to deal with and massively recommended.

I did investigate a few companies before finding James Lavender at Alexander Peter Wealth Management. Although my situation involves both the UK and USA, James and Paula have made everything very understandable and have been an excellent team. The communication and explanations have made me very pleased that I made the decision to use this company.

New to Alexander Peter, Paul and the team made it as easy as possible to transfer my pension away from the UK, Very happy with the service and support and looking forward to adding additional funds. The decision was made to go with Paul and Alexander Peter Wealth Management after a lengthy beauty contest with four other providers which I'm glad I did as I learnt so much in the process.