Review Time
Had a telephone meeting with Matt. Guided us well and provided reassurances especially due to our circumstances involving both UK and residency abroad. Knowledgeable and helpful, will certainly be back in touch with Matt in the near future
Aftab was incredibly helpful. Pensions isn't my favourite subject but Aftab was easy to talk to and clearly knows his stuff. He helped me understand my options and I didn't feel pressured in any way. Just educated. I wouldn't hesitate to recommend Alexander Peter Wealth Management and Aftab in particular.
I would like to say that Paul has been very helpful in reviewing my retirement options concerning company pension schemes for ex-pats. I found the advice incredibly helpful, especially the tax implications of different options. Paul was straight-forward throughout and sent through a recorded version of our meeting - a sign that someone is happy that their advice would stand up to scrutiny. In the final assessment, Paul made an honest recommendation that was not in his favour. I will continue to work with Paul in the years to come. Thanks.
Paul Griffiths has been my financial advisor for over 5 years. I believe he really understands my needs and has been invaluable in giving good independant advice on both my pension and savings. I have no hesitation in recommending him. In the often opaque world of wealth management I feel fortunate to have someone I can rely on and trust for his candid and well informed advice and transparency.
I would recommend this company for several reasons. They keep me up to date , they are always keen to help and communicate promptly with any queries. I have been dealing with Elena for several years. I feel confident with her advice , she is efficient and extremely pleasant and understanding .
Paul Griffiths has been our Financial Advisor for many years. Paul and his team have successfully looked after our Spanish Portfolio Bond and our QROPS and assisted us meeting our goals of growing our investments whilst providing us with an income for quite a few years. Paul and his team has exceptional experience and knowledge in the financial markets they are second to none and in our opinion have helped us meet our financial requirements. As we were both under retirement age the income we received allowed us to live very comfortably. I am now receiving my State Pension and Paul is now guiding us to enable us to consolidate our financial matters for long term growth. Paul’s advice and recommendations have been excellent over the years and we have 110% confidence and trust in Paul and his team. Paul and his team are extremely honest and trustworthy. We are very grateful that we are in sound hands.Last year Dorothy had reason to change some of her products to another provider. As this was a little unique process it involved completing considerable amount of forms and providing quite a bit of information as obviously the provider did not want her to change. Paul and his team Nicole, Georgie and Nicola held our hands throughout this process and were always there to answer any of our questions and assist us complete many forms for us. Paul and his team at Alexander Peter guided us successfully through and in the end the result was very successful for us. If your a new investor or an existing investor the best piece of advice we could give you is to get in touch with Paul and his team at Alexander Peter. The advice and help and assistance you will receive will be second to none we are living proof. We would have no hesitation recommending our friends and family which perhaps says it all. RegardsAbby & Dorothy
As a longtime resident in the USA, with a legacy pension in the UK, I was looking for a new solution to this part of my investment portfolio.After looking into a number of firms, I chose to work with Alexander Peter Wealth Management.The team led by James Lavender has provided me with professional and excellent service. With James’s guidance and the support (and infinite patience) of India and Georgie, I now have exactly what I need. Thank you.
Really, really good experience with Paul Griffiths of APWM. Paul and his colleagues have excellent knowledge and experience of what financial products are on offer. Paul managed to keep everything simple which was ideal for someone like me who hasn't forayed into the financial markets before. I'd also like to add that India and Georgie have been nothing but supportive in helping me consolidate my pensions. Great work everyone!
A comprehensive in-depth discussion about my investments, current situation, strategy for the future in these uncertain times.Where and when to move funds in order to maximise the global movementsPaul spends time explaining the +/-
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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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