Review Time
Amazing service and support from the team to help consolidate a number of UK pensions into a single SIPP that I can manage from abroad. India Lambourne and Matt Gould were an awesome team, a pleasure to work with - and very patient too! Highly recommend - a well earned 5 stars from me!
James Lavender and Georgie Rothery are an amazing duo. James carefully and in detail describes all the options, the benefits, and the potential pitfalls. Georgie is persistent and patient with difficult UK pension providers to support every transaction with detailed information. I highly recommend Alexander Peter Wealth Management and especially for the help and support I have received from James and Georgie in finalizing and consolidating my multiple stranded UK personal pensions. Thank you both!
Robin Norton was extremely helpful to work with. Personable, knowledgeable, and detailed in his approach and deliverables. He helped my wife and I navigate situations that were signficantly more complex than we first imagined, especially given we had defined contribution, defined benefit, and retirement annuity accounts, and no UK bank account or other UK presence. He was patient in helping us understand the various options that were available to us and the known costs and benefits to each, allowing us to make our own decision and not feel "sold to" at any point. I'm also grateful to Robin for highlighting a number of tax and social security considerations that we were not previously aware of - so while not offering tax advice (appropriately) it made us aware of where we might benefit from a professional tax adviser. So the process and content was excellent, but above all Robin was most affable and agreeable to work with.
We initially approached Alexander Peter WM to see how best we could use our savings to give us peace of mind. We met John Parsons and how lucky were we. John was so patient and considerate to us, he explained everything in simple terms and always had an option we had not thought about. I can honestly say it was the best call I ever made. Thank you John
I had the pleasure of working with Mark Drury in order to get my UK pensions transferred to Canada. Not and easy task, thanks to the (probably quite appropriate) administrative and security regulations associated with such transfers. Throughout the process, Mark was quick to respond and act on everything that needed responding to and acting upon, and always very helpful.
I spoke to John Parsons who works in Investment Management, the advice I received and the guidance was very helpful and pointed me in the right direction. Thank you John for all your knowledge and your quick response to what I needed.
I highly recommend Paul Griffiths from Alexander Peter. He is all a financial planner should be: good listener, patient, honest, kind and respectful. Also, he is very sharp and provides unbiased advice. I have a complex financial situation due to having worked and lived in several countries. He was able to simplify and provide a couple of scenarios and best options available for me.He did not even charge me for our first two full hour consultations. And I never felt rushed or pressured to make a decision. You can sense that he takes a lot of pride in his work and cares about providing his clients with excellent advice (fitted to your needs), first of all. Also, he was very clear and upfront about costs of the different options. Overall customer service was superb. Nicola Brady coordinated all meetings and the exchange of information very proactively and efficiently and kept me informed at all times.If you are looking for a trusted, excellent financial planner and investment adviser: he is your guy!
I have been dealing with Paul Griffiths and India Lambourne during the past several months re. advice around my UK pension funds transfer and investment options.Paul's advice has been extremely useful and tailor made to my specific needs. Throughout this period, he has demonstrated in-depth knowledge of the overall pension landscape, both from a UK and oversees perspective. We are currently in the final stages of the execution of his specific recommendations and he has been remained pro-active during all the different stages hereof.India's responsiveness, courtesy and turnaround speed of the numerous administrative procedures during the past few months has been exemplary on how customer service can work if handled professionally.I can sincerely strongly recommend the services provided by this team.
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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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