Alexander Peter Wealth Management Bewertungen 

Not an FCA registered Co. So don’t use! them for transferring UK pensions

So far customer service seems lacking. Voice mail boxes only on UK line and the guy in Florida who called me back kept interrupting me.

Great service continued...
First review with Paul answered all of our questions. And knowing that there is another in 3 months time puts out minds at rest, as its our first year of with Alexander Peter and we are not totally 'au fait' with the reading of statements etc. Knowing that Paul + his team are at the end of the phone if we have any queries is also reassuring.

I haven't any particular experience so far. I am hoping to get a widow's pention since I was living abroad for 30plus years.
Please let me know If your company could be helpful and supportive of my enquiry.

I had a very helpful and interesting conversation with Craig Allanson. He listened to me very carefully and understood very well my situation and my concerns, he explained to me all possible solutions and how he could help me. All in my best interest, in fact, at this point the best possible solution was to do it on my own following his advice. I'm very grateful for his help and if anything arises that changes this situation I'm completely sure I'll contact him to ask for his help and services.

I have been working with Paula and Matt for the last 18 months while they tracked down a variety of old pensions from 7 different companies, with the aim of consolidating them into one lump sum investment. Some dated back 20 years and had been passed around from company to company, hence it took a lot of detective work, persistence and paperwork by the team to find them, and release them.

Paula was unendingly flawless in this pursuit. Always on-top of things, always communicating efficiently and with speed and always one-step ahead of all the paperwork. I really could not have found and realised all of these different pensions without Matt and Paula, they really did make this possible for me. I recommend without hesitation.

I had the pleasure of meeting Colin Kneale, not only did I find him extremely personable but his knowledge and experience of the pensions industry as a whole was second to none. I also want to mention India who processed all the documents without delay and always kept me informed. Overall would not hesitate to recommend Colin to anybody who wants to look into their pension options.

Reassuring and factual on-line meeting giving advice in a non pressured consultation regarding tax affairs and savings in Spain post Brexit. Would be happy to speak with Jeff at Alexander Peter Wealth Management again and use their services.

The people that I deal with at Alexander Peter Wealth regarding investments and private pension are excellent. They are very knowledgeable in their fields of expertise and always happy to guide me through all the options available in an informed manner. Making complex financial subjects easy to digest

Mark did an excellent job of keeping me informed through the QROPS process and recommend excellent investment options in Canada.

Excellent advice and guidance from Emeka in Belgium on UK/Belgium finances, investments and pensions. Many thanks

Matt Gould is gold. His advice saved us about £110k in tax. Be sure to book a free consultation with him before leaving the UK, and after you’ve settled in Portugal.

I was referred to Alexander Peter's to help my with my UK pensions as an expat living in the US. I wanted to be prepared so I could retire next year at age 60. They did an excellent job sorting out my pensions (UK & US) and recommending the best course of action best on my situation. Thank you Claire and Paula!

Robin and team have been incredibly supportive and communicative from the moment I came to them looking for an investment alternative to funds I had accumulated in a Defined Pension Scheme. Robin explained my options and guided me through the process of transferring the funds to a UK SIPP where I now have the flexibility to invest the funds in a manner consistent with my broader portfolio. I appreciate the personalised attention and look forward to working with Robin and the team to more aggressively manage the investments over the coming years.

John explained in detail the benefits of the savings plan and that it could be in Ireland. He also clarified the signing process which was a little confusing.

I contacted APWM through a Facebook advert seeking help with my UK Money Purchase pension pot as Spanish Resident and am very glad I did. I was introduced to Jeff White who has been very professional and helpful throughout offering excellent advice and expertise in transferring my pot to an International SIPP and how to be tax efficient in my country of residence. Both Jeff and India Lambourne in the office have always gone above and beyond with their help, speeding up the process where needed and ensuring everything went smoothly and correctly. When you’re dealing with reasonable sums of money and complex issues you need someone you can rely on and be confident is doing the best thing for you and I have had complete trust with Jeff and India throughout the process. Thank you both so much for your help

Great service from Matt and Georgie at APWM, give them a call.

I can only talk about Paul Griffiths who has looked after my portfolio for many years since we left the UK to move to France. He took the time to understand my attitude to risk and has subsequently always respected it. At times if a proposition seems a bit too out of my comfort zone he does have a back-up strategy to hand. I find him personable and always approachable but most importantly he does his utmost to find the correct solution for my portfolio.

Georgie and Claire were professional but fun. They kept chasing those who were hindering the transfer process with a dogged determination and kept me informed of their progress at every step. That said, it felt like I was working with friends, who truly had my best interests at heart. You need people like this by your side when you are making major money decisions.