Alexander Peter Wealth Management Bewertungen 

I am an ex-pat and Claire Taylor from this company has been helping me work out what I may or may not have from the UK as I retire in the US. Despite knowing that I was unlikely to be able to get anything and I assume giving her no payment - she went ABOVE and BEYOND to make sure that I had all of the information that I needed to at least investigate. Amazingly quick and good responses even on American time when she should have been at the pub! Thank you and Claire - America would kike you as we covet exemplars!

Very helpful advice given by Paul Griffiths. I highly recommend.

James Lavender, Georgie Rothery and Paula Morris were extremely helpful in getting my various policies transferred to a single SIPP. Dealing with the pension companies required a lot of back & forth and Georgie was especially diligent in chasing them down for the required responses.

I have recently had meetings with Claire Taylor regarding my retirement plans, clear and very imformative, also very efficient. I can now see what i need to do and how i need to do it. Great experience and Claire is fantastic.

The level of support and service was great. This is a long and difficult process and the team was always available to help. Big shout out to India was amazing even when i got a few pieces wrong she was very patient and supportive and always responsive. Robin was very balanced and offered great advice. i would fully recommend Alexander Peters

Both James Lavender and Paula Morris were very responsive and really helpful as I set up my SIPP. Answered promptly and helped make a difficult process much easier.

James Lavender and Paula Morris have been so very helpful to me throughout the process of opening my SIPP.
Always very professional, they respond quickly to messages.
James has alleviated my concerns and explained in plain language the process and investment options.
I would definitely recommend Alexander Peter.

I contacted Alexander Peter Wealth to discuss my financial position in relation to a move from UK to Portugal. The Adviser Paul Griffith was very helpful and knowledgeable. His response with advice was very prompt and very helpful. I will definitely consider using Alexander Wealths services in the future

We are in the process of moving from France to Spain and needed some investment advice. We were contacted by Elena, who clearly and concisely explained our options. After several phone calls, meetings and quite a lot of paperwork we have been able to find a suitable investment. Very happy with the service and level of commitment.

I am highly satisfied with my experience with Alexander Peter Wealth Management (APWM). I moved from the UK to Spain two years ago and had to reorganise my savings and pension funds accumulated in the last 30 years.
I chose to work with APWM after a thorough process of investigation and due dilligence. Paul Griffiths provided an excellent analysis of my situation and a detailed plan for conveniently reoganising my finances after becoming a Spanish resident. Paul helped with both sides of the equation (UK and Spain).
Factors that helped me to decide to work with Paul were his excellent knowledge and experience with the subject, his patience in explaining everything in layman terms and the trust developed with our relationship.
I feel now quite comfortable with my new financial setup and happy to work with Paul for the long term.

It is seldom these days that an individual takes time to make sure your situation is both assessed and addressed. Claire Taylor gave me all the answers I needed for my unique circumstances of working both sides of the Atlantic. Thank you for being so thorough, Claire. Looking forward to working together in the future!

I needed to consolidate my UK pensions for accessing in Spain. I looked around for advisors and spoke to Paul and have now concluded the transfer process, which has also been followed up by India Lambourne. The process went well, and I thought both Paul and India provided good and timely answers for me.
The important thing for me when I chose and advisor was to have confidence in the people I was dealing with.

Dave and Indy have done an amazing job in navigating me through the UK SIPP creation and custodial reallocation process. They are a highly knowledgeable and responsive team who I can strongly recommend if you’re thinking about consolidating any individual UK private pensions you may own.

John spent a lot of time reassuring us and answering our many questions. His knowledge and experience is extensive. The whole process was straight forward.

John Parsons was extremely thorough in assessing our needs and concerns and at no time did we feel that we were being too much trouble. We would have given 5 stars but Paula and/or their administration systems were so bad that at one point we were ready to walk away.

As a French resident but with a large pension pot in the UK, I spoke with Paul Griffith about options. We had multiple ZOOM meetings. He was patient and allowed me time to reflect. When we decided to move to a European QROPS, the process took a long time but India Lambourne chased relentlessly to keep things moving. Now all set up and invested and I couldn’t be happier with the overall service and advice

As an expat in France wanting to use my savings as a source of regular income, John immediately understood my situation and proposed what is turning out to be a really beneficial solution. With the various parties involved it took longer than intended to set up, which made me somewhat anxious, but John was there to provide reassurance and support in his friendly and approachable way. Thank you, John. I now feel I am on much more stable financial ground.

Had an informal chat with advisor Claire Knights, who was very patient, helpful and transparent.

I have just completed a lengthy and complex process of transferring my company defined benefit scheme into a QROPS. I was helped very professionally by Paul Griffiths and India Lambourne on this quite complicated journey. What I liked especially about the advice I was getting was not only the clarity at all stages, but their readiness at all times and the swiftness of response each time I had a further question. I would have no hesitation in recommending APWM to anyone who needs the sort of advice I did.

Agile process since the enquiry, interesting session with Paul, open and honest, advising about my pension in the UK, best options to manage when moving away.