Review Time
Exceptional experience working with James Lavender and Paula Morris on a complex transaction. James’s depth of industry knowledge was truly impressive, and his guidance on how to navigate a challenging situation was invaluable. His advice and consistent support made a significant difference throughout the process.
Working with Paula was equally excellent. She was always available, proactive, and a clear communicator who kept everything on track and running smoothly.
Together, they make an outstanding team, combining strategic insight with exceptional client support.
Exceptional experience working with James Lavender and Paula Morris on a complex transaction. James’s depth of industry knowledge was truly impressive, and his guidance on how to navigate a challenging situation was invaluable. His advice and consistent support made a significant difference throughout the process.Working with Paula was equally excellent. She was always available, proactive, and a clear communicator who kept everything on track and running smoothly.Together, they make an outstanding team, combining strategic insight with exceptional client support.
I have been very pleased with Daniel's breadth of knowledge and prompt responses to my many questions. He is always courteous and attentive to my needs. Paula has also been very helpful on the administration side, guiding me through the various process that have to be followed.
I have been in the US since 1998, and I have had a small sum of left over UK pension money that I was unable to do anything with. I found APWM through an online search and decided to let them take the reigns. They have secured my money into a well recognized international fund and they have been thorough and diligent and accessible throughout the process.A huge thank you to India and James who made the process bearable!
Georgie Rothery and Paul Griffiths provided excellent support and clear explanations of the transfer process. Georgie was relentless in chasing my previous providers in order to ensure the transfer happened. With Georgie's persistence the 3 companies are now in one UK SIPP.
I would like to thank the team at Alexander Peter Wealth Management, in particular Jeff White and India Lambourne, for their outstanding service and professionalism. Jeff White has provided me with expert advice and guidance throughout what I thought was a scary experience.Because I am an expat in Spain, my pension provider in England would not offer me an annuity.I have jumped through so many hoops, I was resigned to the fact that the only way I would get my pension was to move back to England.Jeff and India explained what they could do for me in a very understandable way.They basically held my hand through the whole process.I would highly recommend Alexander Peter Wealth Management, and if you can, ask for Jeff and India.
After having my financial investments with St James’s Place for a 5 year period I made the decision to search for another investment company as I felt the advise or rather lack of it from SJP was no longer viable or acceptable to me. I came across Alexander Peter Wealth Management on line & after an initial telephone call & free consultation with them I made the decision to work with them going forward with my investments. This was on my part a very wise decision as from the first phone call to completion of the process took all in around 3 months & at a more favourable percentage charge for me. I would like to highly recommend the use of this company for any financial services you may require. Especially I would like to greatly thank Paul Griffiths & India Lambourne for their superb professional services looking after the safe transaction of my funds. Nothing at all was a problem for them. Fantastic professional company. Thank you. David
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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.
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