Review Time
I didn't know APWM but reached out to them through LinkedIn as I had been considering consolidating and moving my multiple UK Pension products to a single US based product for a while. I worked with James & India throughout the transfer process of 4 UK pension products to a USA SIPP and they have been instrumental in walking me through the process and keeping everything on track. As a number of other reviews have indicated, the barriers and delays put up by some of the UK schemes can be frustrating but India takes everything in her stride and keeps things moving forwards. I would highly recommend the APWM team to anybody considering this type of transfer.
I can highly recommend Paul Griffiths he gave me valuable insights into my financial situation. I'm very grateful for his clear and pragmatic advice and that for free! I wouldn't hesitate to use his services in the future again. Thanks Paul!
Wholeheartedly recommend this company. I had 3 private pensions and a NHS one that I had lost track of and they found them all. Paul reviewed all the options with me and explained everything clearly and concisely. So helpful and I’ll definitely recommend them to friends and family.
I had a really productive conversation with Paul Griffiths of APWM. Even though we quickly concluded that we had no basis to do business together in the short-term, Paul was generous with his time and offered me a great deal of extremely well-informed advice. It is perhaps when someone offers this sort of service without any immediate commercial interest that you have the best gauge of their honesty and transparency. Highly recommended.
Friendly and professional ServiceElena Ryan has helped us with tax matters since 2012.Now, from Alexander Peter’s offices in Benitachell, Costa Blanca, is of enormous help in advising us regarding investments and pensions. Ensuring that we were happy with our risk level, her recommendations have produced extremely positive results.Elena is very professional in regular review meetings at our home & shown herself to be very engaging and friendly, so we look forward to her visits on a personal level as well.
I knew absolutely nothing about this company but thankfully I was giving Jeff White to be the person to deal with me. He is a lovely person, knowledgeable, sympathetic, and made a new Pensioner feel comfortable in releasing some of her savings to an investment. He has gone over and beyond to guide me in my new life as well out of the UK. I highly recommend Jeff and APWM. I also of course like their attitude on the environment and biodiversity - referring Tree Nation - and the chance to plant a tree in Indonesia but suggest they make it a lot easier as I have still not gone through the entire process because it is complex and may in the end, give up which is a shame! I suggest that could be improved.
I can't recommend Georgie Rothery and James Lavender highly enough.My first contact was with James who explained very clearly to me all the options available. Georgie then helped to guide me through all the administration. There seemed to be a never ending set of obstacles but Georgie provided me with all the paperwork I needed and kept me informed every step of the way. Thank you so much to both of them.
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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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