Review Time
Good experience of transferring my UK SIPP to a private pension, as a British resident of France. Found the advice given by Paul Griffiths very helpful: Paul also recommended an accountancy firm to help with my UK / France tax situation,Competent administration by Georgie Rothery.
We have just had our first quarterly review with Elena Ryan and while this process is not too demanding or complicated, Elena has answered our questions simply and explained in as much detail as we needed. This was all done in a very friendly and informal manner. We are cautious investors and this type of contact is very reassuring for us.
John Parsons at Alexander Peter has served as a valuable and very helpful advisor in helping plan for retirement. The proposal of taking an overview of one's situation and helping you maximise your resources and options was just what I needed and the experience served to be invaluable. I now feel more informed and in control about my future thanks to his knowledgeable and helpful guidance.
After a number of cordial, unhurried and relaxed phone conversations with John, and several emails with useful information for me to digest, I was able to make a decision on how best to invest an inheritance which came my way recently. There was no pressured sales pitch, just a listening ear and a guiding hand. For someone new to and fearful of investing, this was a positive and reassuring experience.
I found 'Alexander Peter' on google and contacted them through the website. I had 2 responses within 30 minutes, and appointments as soon as I needed them. I was contacted by Alexander Peter and Jeff White, who are obviously talking to each other as that confusion was quickly sorted. (Already that was a great sign).Jeff and his team did some investigative work on an offshore pension that I have to answer alot of questions that pension fund was not answering to me. It turned out that Jeff and Alexander Peter were not the right partners for my particular situation and told me so right away. However Jeff did spend considerable time educating me on what I might do and with his foreign collaborators provided some direction. It was a very good experience for me, but not much in it for Jeff unfortunately.Given that experience, I will certainly call him should my situation change. It was a great experience to deal with a competent professional who was confident to know when to seek extra help and not give me a pressure or inappropriate sales talk while knowing that he would only get kudos for his reputation and no contract from me.Thank you Jeff!!!
We have dealt with Paul Griffiths from day one of our involvement with Alexander Peter Wealth Management. He has come good on everything he said he would do. The Pru were a bit slow setting everything up for our bond but his reassurance throughout put our minds at ease and now, every six months we expect a review of our investment further boosting our confidence that we have made a wise choice
Recently had a very informative conversation with Claire Taylor regarding a couple of Private Pensions plans I have in England - I currently reside in the US.Claire was very courteous and pleasant to talk to and I would have no problems working with her again in the future.
New to Alexander Peter, Paul and the team made it as easy as possible to transfer my pension away from the UK, Very happy with the service and support and looking forward to adding additional funds. The decision was made to go with Paul and Alexander Peter Wealth Management after a lengthy beauty contest with four other providers which I'm glad I did as I learnt so much in the process.
I have transferred my investments to this company following detailed and comprehensive conversations with Paul Griffiths. His expertise and the essential help from Georgie Rothery made the transfer possible, even when there were issues with the original investment company. Like many people I was nervous about doing so at the start but the professionalism was apparent from the very beginning and I was given all the reassurance I needed. I would strongly recommend this company.
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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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