Name: alexanderpeter.com
Telephone: +34951121880
Rating: 4.9

DJ Guest

Pension transfer to an International SIPP

I was looking at options as I moved to the US from the UK 22 years ago and had a personal pension that I could not easily access. I spoke with Claire Taylor where we reviewed my situation and came up with a plan. Very pleased with the result and will be working with Claire moving forwards.

Date of experience: Feb 06, 2024

Nia C. Guest

2 years ago

I found Ms Elena Ryan to be most…

I found Ms Elena Ryan to be most professional, knowledgeable and helpful. I thoroughly recommend her as an adviser. I thank her for her expertise.

Date of experience: Jan 31, 2024

TR86 Guest

2 years ago

Claire Taylor experienced results

I met with Claire Taylor virtually and she was very helpful and informative. She provided me with all the information I need to take the next steps towards retirement. Thank you!

Date of experience: Jan 30, 2024

AP43 Guest

2 years ago

I can recommend Paul Griffiths

I can recommend Paul Griffiths as an advisor for investors domiciled in France. He is very knowledgeable, punctual and friendly.

Date of experience: Jan 26, 2024

Dickon Bell Guest

2 years ago

Good Courteous Wealth Management Advice

Some months ago I was introduced to John Parsons, who diligently reviewed my requirements for the funds that I had available. His plans were in line with my expectations, however my family situation has changed and I have had to put my plans on hold for the moment. More than happy to recommend John and this APWM to anyone who needs wealth management advice.

Date of experience: Jan 23, 2024

Xanoop53 Guest

2 years ago

Assurance vie

We spoke with John as to what kinds of products were available to us. He explained clearly about one particular product. Although we didn’t pursue and chose a local company, should we wish further advice on other products, we wouldn’t hesitate in speaking to him again.

Date of experience: Jan 20, 2024

Kyan Kelly Guest

2 years ago

Thanks for the good and honest advice!

It was a pleasure talking to Colin, who was very helpful and honest about things! Pension regulations: I would rather seek help than be sorry later, and with Colin looking into things, I do feel good about it!

Date of experience: Jan 18, 2024

Alaina F. Guest

2 years ago

This is where you will get help!

I am an ex-pat and Claire Taylor from this company has been helping me work out what I may or may not have from the UK as I retire in the US. Despite knowing that I was unlikely to be able to get anything and I assume giving her no payment - she went ABOVE and BEYOND to make sure that I had all of the information that I needed to at least investigate. Amazingly quick and good responses even on American time when she should have been at the pub! Thank you and Claire - America would kike you as we covet exemplars!

Date of experience: Jan 16, 2024

EC Guest

2 years ago

Clear & practical professional advice

I have been extremely impressed with the professional service provided and the outcomes from dealing with Alexander Peter Wealth Management.I initially spoke with Paul Griffiths about my options for consolidating my UK pensions and Georgie Rothery handled the admin extremely efficiently over the many months it took to sort this all out. Thank you both - and I would highly recommend their services!