Many thanks to Paul and Georgie and the other 'back room' staff at APWM for the service provided to date, and our confidence in them for future support. Due to circumstances at the beginning of this year, my wife and I needed to find a replacement Independent Financial Advisor who would do all the necessary work to ensure ongoing compliance with the Independent Pension Trustees and our Irish Private Pensions with minimum fuss, and all the time remaining compatible with Portuguese Tax Legislation and NHRS requirements. After talking in depth with various other IFAs' about our circumstances, and clarifying their charges, Paul Griffiths and APWM were the 'stand-out' organisation in our opinion, and very competitive regarding costs. Paul and Georgie also managed all the 'toing and froing' communications when we noticed the Trustees made some 'miscalculations' regarding our quarterly pension distributions. My wife and I are now in a position to make a 'mid-term' lump sum investment, and we had no hesitation in going back to Paul to ask his advice and seek his recommendations. Paul answered – by e-mail or during video link meetings - all (a lot) of the points we needed clarification about in a timely manner, or advised us if he needed to go to another source for answers to our questions. He also provided a lot of detailed information about products, and 'summarised' the 'blurb' to 'bite-size' easily digestible pieces. As this 'new journey' is just beginning for us, we are looking ahead with calm confidence.
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Providing specialist advice to British expats living around the world. Tax efficient and tax compliant solutions for those living within the EU.
