alexanderpeter.com

4.9
4.9 Based on 201 reviews

Providing specialist advice to British expats living around the world. Tax efficient and tax compliant solutions for those living within the EU....

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Skrizix
UK Pension Fund Transfers

I didn't know APWM but reached out to them through LinkedIn as I had been considering consolidating and moving my multiple UK Pension products to a single US based product for a while. I worked with James & India throughout the transfer process of 4 UK pension products to a USA SIPP and they have been instrumental in walking me through the process and keeping everything on track. As a number of other reviews have indicated, the barriers and delays put up by some of the UK schemes can be frustrating but India takes everything in her stride and keeps things moving forwards. I would highly recommend the APWM team to anybody considering this type of transfer.

5
Date of experience: Jan 17, 2023

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