Alexander Peter Wealth Management Bewertungen 

After various research on Internet I decided to go with APWM to deal with my UK pension transfer to France. I have not been disappointed at all. India Lambourne is extremely reactive and a pleasure to deal with. Paul Griffith my financial adviser is very clear and articulate in his explanations and he provides very sound advices. I value the comfort of having someone knowing the tax impact in UK and in France. I do recommend APWM.

We recently moved to France and have been very impressed by the way that APWM has dealt with our pension transfer. Paul Griffiths and his colleague India Lambourne have been a pleasure to deal with. I am especially grateful for the care Paul has taken to explain each step. I value his experience and am confident that he is acting in my best interests. India has followed up with the admin side of things very efficiently and both have made what at the outset seemed a really daunting task very straightforward.

Amazing service and support from the team to help consolidate a number of UK pensions into a single SIPP that I can manage from abroad. India Lambourne and Matt Gould were an awesome team, a pleasure to work with - and very patient too! Highly recommend - a well earned 5 stars from me!

James Lavender and Georgie Rothery are an amazing duo. James carefully and in detail describes all the options, the benefits, and the potential pitfalls. Georgie is persistent and patient with difficult UK pension providers to support every transaction with detailed information. I highly recommend Alexander Peter Wealth Management and especially for the help and support I have received from James and Georgie in finalizing and consolidating my multiple stranded UK personal pensions. Thank you both!

Robin Norton was extremely helpful to work with. Personable, knowledgeable, and detailed in his approach and deliverables. He helped my wife and I navigate situations that were signficantly more complex than we first imagined, especially given we had defined contribution, defined benefit, and retirement annuity accounts, and no UK bank account or other UK presence. He was patient in helping us understand the various options that were available to us and the known costs and benefits to each, allowing us to make our own decision and not feel "sold to" at any point. I'm also grateful to Robin for highlighting a number of tax and social security considerations that we were not previously aware of - so while not offering tax advice (appropriately) it made us aware of where we might benefit from a professional tax adviser. So the process and content was excellent, but above all Robin was most affable and agreeable to work with.

Pleasure to deal with. Very conscious of my demands, efficient and responsive

We initially approached Alexander Peter WM to see how best we could use our savings to give us peace of mind. We met John Parsons and how lucky were we. John was so patient and considerate to us, he explained everything in simple terms and always had an option we had not thought about. I can honestly say it was the best call I ever made. Thank you John

I had the pleasure of working with Mark Drury in order to get my UK pensions transferred to Canada. Not and easy task, thanks to the (probably quite appropriate) administrative and security regulations associated with such transfers. Throughout the process, Mark was quick to respond and act on everything that needed responding to and acting upon, and always very helpful.

I spoke to John Parsons who works in Investment Management, the advice I received and the guidance was very helpful and pointed me in the right direction. Thank you John for all your knowledge and your quick response to what I needed.

I highly recommend Paul Griffiths from Alexander Peter. He is all a financial planner should be: good listener, patient, honest, kind and respectful.

Also, he is very sharp and provides unbiased advice. I have a complex financial situation due to having worked and lived in several countries. He was able to simplify and provide a couple of scenarios and best options available for me.

He did not even charge me for our first two full hour consultations. And I never felt rushed or pressured to make a decision.

You can sense that he takes a lot of pride in his work and cares about providing his clients with excellent advice (fitted to your needs), first of all. Also, he was very clear and upfront about costs of the different options.

Overall customer service was superb. Nicola Brady coordinated all meetings and the exchange of information very proactively and efficiently and kept me informed at all times.

If you are looking for a trusted, excellent financial planner and investment adviser: he is your guy!

Knowledgeable and professional. I would highly recommend John.

I could not have asked for anything of India Lambourne and James Lavander that would not have been acted upon in a timely and caring manner. I truly felt that they both regarded my best interests as of paramount importance.

I have been dealing with Paul Griffiths and India Lambourne during the past several months re. advice around my UK pension funds transfer and investment options.
Paul's advice has been extremely useful and tailor made to my specific needs. Throughout this period, he has demonstrated in-depth knowledge of the overall pension landscape, both from a UK and oversees perspective.
We are currently in the final stages of the execution of his specific recommendations and he has been remained pro-active during all the different stages hereof.
India's responsiveness, courtesy and turnaround speed of the numerous administrative procedures during the past few months has been exemplary on how customer service can work if handled professionally.
I can sincerely strongly recommend the services provided by this team.

Great service as usual from Elena Ryan. Very informative in general. Listened to my needs and provided detailed information on products that fit my requirements. Kept me updated every step of the way. Would recommend her service without hesitation.

To whom it may concern I would like to pass on my experience with dealing with this company and it’s representative mr John parsons we had a very fruitful zoom meeting he gave me very good advice and confirmed the research I had carried out my self was sufficient for what I need at the moment but I will not hesitate to use this company in the future your sincerely David Thomas

John Parsons has been a great source of knowledge and insight. We have recently returned from 14 years living in Australia to take up residence in our house in France. We have savings but not a huge amount, so having a company like Alexander Peter, providing sound and considered advice about how best to invest, consolidate, and leverage what we have, has been invaluable.
John is patient, attentive and always keeping us in mind when opportunities cross his desk.
I look forward to continuing to work with his and his team in the future.

Having a good experience with a financial advisor is paramount to the success of your investment with this in mind and the sound advice I received I am more than happy to recommend this company

I've worked with John Parsons for a while now, and I have to say he's the best financial advisors I've had. He gives a personal touch to his interactions and has always given sound thought out advice from years of experience.

Worked with John Parsons to decide on the way forward for my investments. John was very patient and provided outstanding advice. The effort he makes to ensure I felt fully informed before taking decisions to benefit me is outstanding. Would highly recommend.

Claire always goes above and beyond for us and she is so friendly and approachable. I would recommend her to anyone who is looking for financial advice.