Review Time
I would just like to thank Paul Griffiths and India Lambourne for all their help with my pension transfer.They were amazing they made every step very easy for me and always responded to any questions promptlyAll of their advice and assistance was much appreciated
"I decided to entrust Alexander Peter W.M. at the end of last year, as I had completely lost confidence in my previous financial advisor. In just a few months the situation has changed significantly for the better and for this I must express my gratitude to dear late Craig Allanson (R.I.P.), whose advice proved essential in guiding my decision. The careful management of my savings by Alexander Peter W.M. is already bearing fruit in less than a year, and the professionalism and attentiveness of my current financial advisor, Paul Griffiths, further reassure me that I made the right choice. I trust that the level of excellence delivered so far will be maintained over time."
Christian Holbrook has been my advisor for a few years. I have always found him helpful and knowledgeable and always has his clients interest at heart. There are many advisors but if you have Christian to advise you, I think you would be satisfied.
It was time to decide how to handle my UK pension as a US resident. I did my research and comparison and chose Alexander Peter Wealth. James Lavender and Paula Morris took me every step of the way to a successful transfer to USD based investments and a cashout for 25% of it tax free. It was a complex process made easy over about 2.5 mos and it was worth it. I am very pleased with the professionalism of the team and the tools made available to track my pension.
I would like to extend my sincere appreciation to the team at Alexander Peter Wealth Management, and in particular, to Mr. Jeff White and Ms. India Lambourne, for their outstanding service and professionalism.Mr. Jeff White has provided me with expert advice and guidance throughout, offering recommendations and solutions perfectly tailored to my requirements. His insight, clarity, and ability to address complex matters with confidence have been excellent and truly commendable.Equally, I must acknowledge the invaluable contribution of Ms. India Lambourne, whose dedication, attention to detail, and persistence in following up on every query made the entire process seamless. Her efficient coordination and administration of the complex task of registering my documents with the relevant authorities ensured everything proceeded smoothly and without unnecessary delay.I am also grateful to Alexander Peter Wealth Management as a whole for choosing such a well-situated office location. Having the opportunity to visit in person and engage in face-to-face meetings provided great reassurance and confidence throughout the process.I sincerely recommend Alexander Peter Wealth Management, and in particular Mr. Jeff White and Ms. India Lambourne, to anyone seeking professional, reliable, and client-focused wealth management services. Their exemplary support has been instrumental in achieving an excellent outcome.
After moving from Australia back to UK then to Spain over a short period of time I realised my pensions had not performed as expected. Although I was very sceptical of change at first, Paul Griffiths eased my fears and explained my situation and where / how he could provide a pathway to where I should be in a very succinct easy way to understand. Paul is very approachable but very knowledgeable and professional in his approach, I am very impressed with the way things have finally worked out with his support.
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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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