Review Time
James Lavender, Georgie Rothery and Paula Morris were extremely helpful in getting my various policies transferred to a single SIPP. Dealing with the pension companies required a lot of back & forth and Georgie was especially diligent in chasing them down for the required responses.
James Lavender and Paula Morris have been so very helpful to me throughout the process of opening my SIPP.Always very professional, they respond quickly to messages.James has alleviated my concerns and explained in plain language the process and investment options.I would definitely recommend Alexander Peter.
I contacted Alexander Peter Wealth to discuss my financial position in relation to a move from UK to Portugal. The Adviser Paul Griffith was very helpful and knowledgeable. His response with advice was very prompt and very helpful. I will definitely consider using Alexander Wealths services in the future
We are in the process of moving from France to Spain and needed some investment advice. We were contacted by Elena, who clearly and concisely explained our options. After several phone calls, meetings and quite a lot of paperwork we have been able to find a suitable investment. Very happy with the service and level of commitment.
I am highly satisfied with my experience with Alexander Peter Wealth Management (APWM). I moved from the UK to Spain two years ago and had to reorganise my savings and pension funds accumulated in the last 30 years. I chose to work with APWM after a thorough process of investigation and due dilligence. Paul Griffiths provided an excellent analysis of my situation and a detailed plan for conveniently reoganising my finances after becoming a Spanish resident. Paul helped with both sides of the equation (UK and Spain).Factors that helped me to decide to work with Paul were his excellent knowledge and experience with the subject, his patience in explaining everything in layman terms and the trust developed with our relationship. I feel now quite comfortable with my new financial setup and happy to work with Paul for the long term.
It is seldom these days that an individual takes time to make sure your situation is both assessed and addressed. Claire Taylor gave me all the answers I needed for my unique circumstances of working both sides of the Atlantic. Thank you for being so thorough, Claire. Looking forward to working together in the future!
The level of support and service was great. This is a long and difficult process and the team was always available to help. Big shout out to India was amazing even when i got a few pieces wrong she was very patient and supportive and always responsive. Robin was very balanced and offered great advice. i would fully recommend Alexander Peters
I needed to consolidate my UK pensions for accessing in Spain. I looked around for advisors and spoke to Paul and have now concluded the transfer process, which has also been followed up by India Lambourne. The process went well, and I thought both Paul and India provided good and timely answers for me.The important thing for me when I chose and advisor was to have confidence in the people I was dealing with.
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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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