Alexander Peter Wealth Management Bewertungen 

I originally followed a thread on Facebook for financial advice. And my research suggested that Alexander Peter Wealth Management would be the people to contact.
I have not been disappointed in any way.
John Parsons has found an ideal solution for me, without any pressure he has helped me to assess my needs in a way I had not thought of.
When I had issues with my source of funds, he found ways to ease the situation.
A big thank you to John and all the team.

Excellent experience with Matt Gould at Alexander Peter. Upfront, friendly and practical advice for an expat in need! Would not hesitate to go to them again for advice or financial management.

I would highly recommend Paul Griffiths and the team at Alexander Peter Wealth Management.
They offered me an in depth review of my pension finances and offered exceptional advice. They do not pressure and appear to have their clients best interest at heart. My multitude of questions and points for clarification were responded to promptly and patiently by Paul who took the time to explain and Georgie Rothery in the office sorted out swiftly problems with filling up the forms.
I would not hesitate in recommending them to my friends and family.

John Parsons provided a very clear and focused service for me. He assessed not only my personal risk threshold, but also my ethical stance. He offered me a couple of suggestions which were both suitable. At all times he was reassuring and transparent, answering my questions openly. He led me efficiently through the process.

It is with great pleasure that I write this review for Paul Griffiths and Alexander Peter Wealth Management. I have had the opportunity to work with him over the past few months, and he has consistently displayed an unwavering sense of trust and capability his work.

From the moment we began collaborating, Paul demonstrated his expertise and dedication to our future wealth plans. He listened carefully to our needs and concerns, and was able to develop a clear and effective plan of action that addressed all of our goals.

Throughout the process, Paul was always available to answer our questions and provide updates on their progress. He consistently exceeded our expectations, delivering high-quality work on time, and even took some of the onerous transfer tasks off our hands. His attention to detail and commitment to excellence were truly exceptional.

But what really set Paul apart was his unwavering sense of trustworthiness. He approached every aspect of the process with the utmost professionalism and integrity, and his transparency and honesty gave us complete confidence in his abilities.



Sincerely,

Will.B

Working with Dave Wattles and India Lambourne was a delight. They took the time to explain my options in language that I could understand, and were very flexible and patient throughout what turned out to be a complex process. I would recommend them both very highly

A friend recommended Elena Ryan at Alexander Peter for my investment questions. Within three meetings Elena had advised me and helped me successfully complete my investment. Elena is professional, efficient and friendly. Nothing was too much trouble for Elena and I would definitely use her again in similar circumstances.

I was contacted by Matt, after I had downloaded the AP Wealth Management pension information. Despite the fact that the tiny amount of private pension I had to bring over to France was pretty well under their radar (my term, not theirs), Matt answered all my questions and even sent me additional information in the form of a relevant link to their website, all of which was very helpful and has enabled me to make a final decision as to what to do with this amount. Excellent service!

I had really struggled to get some impartial financial advice until I spoke with Jeff White at Alexander Peter Wealth Management. I found his extremely friendly manner, along with his expert knowledge, very comforting. I still have decisions to make but he has really put my mind at rest. Thank you Jeff. Adele x

APW Management and especially Matt Gould kept me very well informed during the process of reviewing my Pension options (overseas resident). I was guided through the process and notified continually. Unfortunately the Pension Fund did not quite suit/compare with the security of the original UK based Final Pension Scheme. I would recommend APW and Matt Gould, friendly and well informed.

Hi, Matt was excellent and explained everything to me about my transfer of my pension and it went through very smoothly and made feel full of confidence it was safe and glad he is looking after my pension

Had a telephone meeting with Matt. Guided us well and provided reassurances especially due to our circumstances involving both UK and residency abroad. Knowledgeable and helpful, will certainly be back in touch with Matt in the near future

Aftab was incredibly helpful. Pensions isn't my favourite subject but Aftab was easy to talk to and clearly knows his stuff. He helped me understand my options and I didn't feel pressured in any way. Just educated. I wouldn't hesitate to recommend Alexander Peter Wealth Management and Aftab in particular.

I would like to say that Paul has been very helpful in reviewing my retirement options concerning company pension schemes for ex-pats. I found the advice incredibly helpful, especially the tax implications of different options. Paul was straight-forward throughout and sent through a recorded version of our meeting - a sign that someone is happy that their advice would stand up to scrutiny. In the final assessment, Paul made an honest recommendation that was not in his favour. I will continue to work with Paul in the years to come. Thanks.

Dave is exceptional and providing clear, timely information, that is easy to understand / action. Really appreciate the help and support he provides

I am by far not a wealthy person, but someone who has lived and worked in various countries throughout my life. When I was faced with trying to withdraw my 25% tax-free lump sum at the age of 55 from my UK pension, it proved an almost impossible task to accomplish now that I live overseas. Matt and India and Georgie and Nicole and the entire APWM crew made what I thought would be impossible possible. Big thanks to them all!

Paul Griffiths has been my financial advisor for over 5 years. I believe he really understands my needs and has been invaluable in giving good independant advice on both my pension and savings. I have no hesitation in recommending him. In the often opaque world of wealth management I feel fortunate to have someone I can rely on and trust for his candid and well informed advice and transparency.

I would recommend this company for several reasons. They keep me up to date , they are always keen to help and communicate promptly with any queries.
I have been dealing with Elena for several years. I feel confident with her advice , she is efficient and extremely pleasant and understanding .

Paul Griffiths has been our Financial Advisor for many years. Paul and his team have successfully looked after our Spanish Portfolio Bond and our QROPS and assisted us meeting our goals of growing our investments whilst providing us with an income for quite a few years. Paul and his team has exceptional experience and knowledge in the financial markets they are second to none and in our opinion have helped us meet our financial requirements. As we were both under retirement age the income we received allowed us to live very comfortably. I am now receiving my State Pension and Paul is now guiding us to enable us to consolidate our financial matters for long term growth. Paul’s advice and recommendations have been excellent over the years and we have 110% confidence and trust in Paul and his team. Paul and his team are extremely honest and trustworthy. We are very grateful that we are in sound hands.

Last year Dorothy had reason to change some of her products to another provider. As this was a little unique process it involved completing considerable amount of forms and providing quite a bit of information as obviously the provider did not want her to change. Paul and his team Nicole, Georgie and Nicola held our hands throughout this process and were always there to answer any of our questions and assist us complete many forms for us. Paul and his team at Alexander Peter guided us successfully through and in the end the result was very successful for us.

If your a new investor or an existing investor the best piece of advice we could give you is to get in touch with Paul and his team at Alexander Peter. The advice and help and assistance you will receive will be second to none we are living proof. We would have no hesitation recommending our friends and family which perhaps says it all.

Regards
Abby & Dorothy

As a longtime resident in the USA, with a legacy pension in the UK, I was looking for a new solution to this part of my investment portfolio.
After looking into a number of firms, I chose to work with Alexander Peter Wealth Management.
The team led by James Lavender has provided me with professional and excellent service. With James’s guidance and the support (and infinite patience) of India and Georgie, I now have exactly what I need.
Thank you.