Review Time
Dave and Indy have done an amazing job in navigating me through the UK SIPP creation and custodial reallocation process. They are a highly knowledgeable and responsive team who I can strongly recommend if you’re thinking about consolidating any individual UK private pensions you may own.
As a French resident but with a large pension pot in the UK, I spoke with Paul Griffith about options. We had multiple ZOOM meetings. He was patient and allowed me time to reflect. When we decided to move to a European QROPS, the process took a long time but India Lambourne chased relentlessly to keep things moving. Now all set up and invested and I couldn’t be happier with the overall service and advice
I had talked to John Parsons previously concerning my money and had found him to be interested and always helpful. When we spoke about an investment that would give a good return and was pretty safe he suggested Social Housing. The very phrase throws up questions immediately reflecting items on the news. John guided me through every stage reviewing the high quality Social Housing that he deals with and the process involved in an investment that has such a positive social aspect. He ensured that I was completely happy with every step before we progressed, he answered all of my questions ensuring I fully understood before moving on. The experience has been, and I am sure will continue to be, profitable and pleasurable. He is responsive, articulate and always ready to help with any question
John Parsons was extremely thorough in assessing our needs and concerns and at no time did we feel that we were being too much trouble. We would have given 5 stars but Paula and/or their administration systems were so bad that at one point we were ready to walk away.
I have just completed a lengthy and complex process of transferring my company defined benefit scheme into a QROPS. I was helped very professionally by Paul Griffiths and India Lambourne on this quite complicated journey. What I liked especially about the advice I was getting was not only the clarity at all stages, but their readiness at all times and the swiftness of response each time I had a further question. I would have no hesitation in recommending APWM to anyone who needs the sort of advice I did.
We recently moved to France and have been very impressed by the way that APWM has dealt with our pension transfer. Paul Griffiths and his colleague India Lambourne have been a pleasure to deal with. I am especially grateful for the care Paul has taken to explain each step. I value his experience and am confident that he is acting in my best interests. India has followed up with the admin side of things very efficiently and both have made what at the outset seemed a really daunting task very straightforward.
As an expat in France wanting to use my savings as a source of regular income, John immediately understood my situation and proposed what is turning out to be a really beneficial solution. With the various parties involved it took longer than intended to set up, which made me somewhat anxious, but John was there to provide reassurance and support in his friendly and approachable way. Thank you, John. I now feel I am on much more stable financial ground.
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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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