Alexander Peter Wealth Management Bewertungen 

Consistent and clear communication, demonstrable experience in their field, approachable and helpful
Everything to praise nothing to fault

I have been working with John Parsons and Elena Ryan for probably the best part of a year now. They have both been excellent at informing me of my options with regard to my move to Spain and organising my finances around such. Both have been great with communication, usually responding within minutes of reaching out. I trust that they are a safe bet, and I'm looking forward to continuing my financial planning with Alexander Peter.

After a number of cordial, unhurried and relaxed phone conversations with John, and several emails with useful information for me to digest, I was able to make a decision on how best to invest an inheritance which came my way recently. There was no pressured sales pitch, just a listening ear and a guiding hand. For someone new to and fearful of investing, this was a positive and reassuring experience.

Good experience of transferring my UK SIPP to a private pension, as a British resident of France.

Found the advice given by Paul Griffiths very helpful: Paul also recommended an accountancy firm to help with my UK / France tax situation,

Competent administration by Georgie Rothery.

We have just had our first quarterly review with Elena Ryan and while this process is not too demanding or complicated, Elena has answered our questions simply and explained in as much detail as we needed. This was all done in a very friendly and informal manner. We are cautious investors and this type of contact is very reassuring for us.

John Parsons at Alexander Peter has served as a valuable and very helpful advisor in helping plan for retirement. The proposal of taking an overview of one's situation and helping you maximise your resources and options was just what I needed and the experience served to be invaluable. I now feel more informed and in control about my future thanks to his knowledgeable and helpful guidance.

I found 'Alexander Peter' on google and contacted them through the website. I had 2 responses within 30 minutes, and appointments as soon as I needed them. I was contacted by Alexander Peter and Jeff White, who are obviously talking to each other as that confusion was quickly sorted. (Already that was a great sign).
Jeff and his team did some investigative work on an offshore pension that I have to answer alot of questions that pension fund was not answering to me. It turned out that Jeff and Alexander Peter were not the right partners for my particular situation and told me so right away. However Jeff did spend considerable time educating me on what I might do and with his foreign collaborators provided some direction. It was a very good experience for me, but not much in it for Jeff unfortunately.
Given that experience, I will certainly call him should my situation change. It was a great experience to deal with a competent professional who was confident to know when to seek extra help and not give me a pressure or inappropriate sales talk while knowing that he would only get kudos for his reputation and no contract from me.
Thank you Jeff!!!

Elena was friendly and professional and talked us through the various options available. The paperwork to comply with the money laundering was tiresome and frustrating but Elena was helpful throughout.

Recently had a very informative conversation with Claire Taylor regarding a couple of Private Pensions plans I have in England - I currently reside in the US.
Claire was very courteous and pleasant to talk to and I would have no problems working with her again in the future.

We have dealt with Paul Griffiths from day one of our involvement with Alexander Peter Wealth Management. He has come good on everything he said he would do. The Pru were a bit slow setting everything up for our bond but his reassurance throughout put our minds at ease and now, every six months we expect a review of our investment further boosting our confidence that we have made a wise choice

I have transferred my investments to this company following detailed and comprehensive conversations with Paul Griffiths. His expertise and the essential help from Georgie Rothery made the transfer possible, even when there were issues with the original investment company. Like many people I was nervous about doing so at the start but the professionalism was apparent from the very beginning and I was given all the reassurance I needed. I would strongly recommend this company.

I was looking at options as I moved to the US from the UK 22 years ago and had a personal pension that I could not easily access. I spoke with Claire Taylor where we reviewed my situation and came up with a plan. Very pleased with the result and will be working with Claire moving forwards.

I can recommend Paul Griffiths as an advisor for investors domiciled in France. He is very knowledgeable, punctual and friendly.

I found Ms Elena Ryan to be most professional, knowledgeable and helpful. I thoroughly recommend her as an adviser. I thank her for her expertise.

I met with Claire Taylor virtually and she was very helpful and informative. She provided me with all the information I need to take the next steps towards retirement. Thank you!

I had talked to John Parsons previously concerning my money and had found him to be interested and always helpful. When we spoke about an investment that would give a good return and was pretty safe he suggested Social Housing. The very phrase throws up questions immediately reflecting items on the news. John guided me through every stage reviewing the high quality Social Housing that he deals with and the process involved in an investment that has such a positive social aspect. He ensured that I was completely happy with every step before we progressed, he answered all of my questions ensuring I fully understood before moving on. The experience has been, and I am sure will continue to be, profitable and pleasurable. He is responsive, articulate and always ready to help with any question

I have been extremely impressed with the professional service provided and the outcomes from dealing with Alexander Peter Wealth Management.

I initially spoke with Paul Griffiths about my options for consolidating my UK pensions and Georgie Rothery handled the admin extremely efficiently over the many months it took to sort this all out.

Thank you both - and I would highly recommend their services!

Some months ago I was introduced to John Parsons, who diligently reviewed my requirements for the funds that I had available. His plans were in line with my expectations, however my family situation has changed and I have had to put my plans on hold for the moment. More than happy to recommend John and this APWM to anyone who needs wealth management advice.

We spoke with John as to what kinds of products were available to us. He explained clearly about one particular product. Although we didn’t pursue and chose a local company, should we wish further advice on other products, we wouldn’t hesitate in speaking to him again.

It was a pleasure talking to Colin, who was very helpful and honest about things! Pension regulations: I would rather seek help than be sorry later, and with Colin looking into things, I do feel good about it!