alexanderpeter.com

4.9
4.9 Based on 201 reviews

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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Average Rating

4.9

/
5

201 Reviews

5 Star
96%
4 Star
2%
3 Star
0%
2 Star
0%
1 Star
1%

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Review Time

Edris Clark
a very clear and focused service…

John Parsons provided a very clear and focused service for me. He assessed not only my personal risk threshold, but also my ethical stance. He offered me a couple of suggestions which were both suitable. At all times he was reassuring and transparent, answering my questions openly. He led me efficiently through the process.

5
Date of experience: Apr 07, 2023
Ramsey W.
Paul Griffiths - APWM

It is with great pleasure that I write this review for Paul Griffiths and Alexander Peter Wealth Management. I have had the opportunity to work with him over the past few months, and he has consistently displayed an unwavering sense of trust and capability his work.From the moment we began collaborating, Paul demonstrated his expertise and dedication to our future wealth plans. He listened carefully to our needs and concerns, and was able to develop a clear and effective plan of action that addressed all of our goals.Throughout the process, Paul was always available to answer our questions and provide updates on their progress. He consistently exceeded our expectations, delivering high-quality work on time, and even took some of the onerous transfer tasks off our hands. His attention to detail and commitment to excellence were truly exceptional.But what really set Paul apart was his unwavering sense of trustworthiness. He approached every aspect of the process with the utmost professionalism and integrity, and his transparency and honesty gave us complete confidence in his abilities. Sincerely,Will.B

5
Date of experience: Apr 04, 2023
TC85
Excellent service

I was contacted by Matt, after I had downloaded the AP Wealth Management pension information. Despite the fact that the tiny amount of private pension I had to bring over to France was pretty well under their radar (my term, not theirs), Matt answered all my questions and even sent me additional information in the form of a relevant link to their website, all of which was very helpful and has enabled me to make a final decision as to what to do with this amount. Excellent service!

5
Date of experience: Mar 30, 2023
HH23
Paul Griffiths…

I would highly recommend Paul Griffiths and the team at Alexander Peter Wealth Management.They offered me an in depth review of my pension finances and offered exceptional advice. They do not pressure and appear to have their clients best interest at heart. My multitude of questions and points for clarification were responded to promptly and patiently by Paul who took the time to explain and Georgie Rothery in the office sorted out swiftly problems with filling up the forms.I would not hesitate in recommending them to my friends and family.

5
Date of experience: Mar 29, 2023
Alyson Smith
Investment recommendation.

A friend recommended Elena Ryan at Alexander Peter for my investment questions. Within three meetings Elena had advised me and helped me successfully complete my investment. Elena is professional, efficient and friendly. Nothing was too much trouble for Elena and I would definitely use her again in similar circumstances.

5
Date of experience: Mar 28, 2023
Nadine Morgan
Dave Wattles and India Lambourne

Working with Dave Wattles and India Lambourne was a delight. They took the time to explain my options in language that I could understand, and were very flexible and patient throughout what turned out to be a complex process. I would recommend them both very highly

5
Date of experience: Mar 23, 2023
VT89
Comforting advice from Jeff White

I had really struggled to get some impartial financial advice until I spoke with Jeff White at Alexander Peter Wealth Management. I found his extremely friendly manner, along with his expert knowledge, very comforting. I still have decisions to make but he has really put my mind at rest. Thank you Jeff. Adele x

5
Date of experience: Mar 22, 2023
Friendly, knowledgeable service.

APW Management and especially Matt Gould kept me very well informed during the process of reviewing my Pension options (overseas resident). I was guided through the process and notified continually. Unfortunately the Pension Fund did not quite suit/compare with the security of the original UK based Final Pension Scheme. I would recommend APW and Matt Gould, friendly and well informed.

5
Date of experience: Mar 08, 2023
CF26
Pension transfer

Hi, Matt was excellent and explained everything to me about my transfer of my pension and it went through very smoothly and made feel full of confidence it was safe and glad he is looking after my pension

5
Date of experience: Mar 06, 2023
Absalom Howard
Thank you!!

Claire always goes above and beyond for us and she is so friendly and approachable. I would recommend her to anyone who is looking for financial advice.

5
Date of experience: Mar 04, 2023

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