Review Time
This company was recommended to me by a friend ,I was looking to invest some money and after a lengthy discussion I opted to go with them.I would like to thank in particular Jeff White of the Marbella Office who talked me through the whole thing and kept me very well informed ,it’s never easy trusting anyone with your hard earned cash but I had no doubt with this company.
It's never easy transferring funds out of a plan or pension and the process is often lengthy and at times frustrating. That being said India at the Spanish office was very supportive and in constant contact with both myself and the pension company. I would personally like to thank India for all her tireless work on my case.I would also like to thank Dave Wattles in Florida for all his excellent advice over the years and to say I will be continuing to use his expertise.
Thank you Alexander Peter Wealth Management and in particular Matt Gould and Nicole Venturi in transferring my work based pensions and setting up my SIPP. I was introduced to APWM by a close friend who had used their services and was extremely satisfied with their services. I am so pleased that I took his recommendation. From the initial zoom meeting with Matt and throughout the entire process I felt confident, well informed and in safe hands. Nicole was amazing in chasing up the documentation and keeping the ball rolling as it was not always the easiest of processes. For an investment novice like myself their friendly, professional approach made no question too silly to ask and all queries were promptly responded too. Thank you and I have already recommended you to friends.
Making a decision to invest money from the sale of my French property wasn't an easy one, particularly as I had no investment experience in a challenging financial climate! However, Paul helped to ease my concerns and explained in detail how my money would be invested to best suit my needs and approach to risk. The process was professional, smooth, informative and I always felt I was in safe hands. Georgie was also very professional and engaging...all in all a very pleasant experience.
This company was so helpful in providing guidance and advice, navigating how to get access to the information about my small UK retirement from afar and review the options for potential transfer. This was our second year in working on this. Shout out to Dave Wattles, in particular, for being honest and candid that the fees involved were too high for the fund total to make sense for the transfer option. He then guided me through the best option for getting access to my retirement funds from across the Atlantic and avoiding any unnecessary taxation along the way - and all without charging me a penny for his expertise, time, and patience. You can't ask for more than that and, had the transfer option been viable, I would have had no hesitation in working with Dave and this company to accomplish the move. I highly recommend this company to any UK ex-pats looking to consolidate or move retirement or investment funds from the UK.
Thank you Alexander Peter Wealth Management for sorting out my locked UK private pension and setting up my SIPPS. It was difficult to sort with lots of red tape together with a pension company being difficult and slow but Aftab, Lisa and India sorted all the issues that arose in a professional manner. Always replying promptly to any of my queries. I would recommend this company. Looking forward to some good results.
My personal adviser Aftab at all times, made me feel comfortable and confident with his advice during the process of moving my outdated pension to a modern more flexible plan. I would have no hesitation in recommending him and his associates in the future to my friends and family.
The whole process of transferring my UK defined benefit and money purchase schemes was explained well by James Lavendar who then set out an investment plan which so far has proved to be very robust.James is easy to talk to pleasant and friendly and ably assisted by India and Nicole who have been invaluable in chasing up providers to assist transfers, giving advice as needed and sticking with it as one of my UK schemes seemed to throw roadblock after roadblock to access my money, without their assistance I’d have probably given up.I am very happy with the service provided by then all
Fantastic on boarding process with lots of information to make the best possible decisions. No pressure or agenda, honest evaluation of risk appetite and the best matching products. Use of video calls throughout was seemless. We dealt with Jeff White who was superb in his approach and patient with our endless questions.
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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.
