Review Time
James and Paula successfully transferred various pensions into a SIPP following my move to the USA. This had more hurdles than I anticipated, but Paula kept the momentum going and James offered good and fair advice appropriate for my situation.
Jeff White has provided me with support for the past three years, always working extremely professionally and efficiently. He and Paula Morris are always responsive, dealing with any issues quickly. Although some of the processes involved in changing funds can take a long time, they are always on the ball and chase up where necessary. They have also recommended a varied fund portfolio that has performed relatively well, considering the current economic scenario. I am much happier with them than I was with my previous management company, which chose expensive pension product providers that yielded very little return. I would certainly recommend Alexander Peter to any expats in Spain looking for sound financial planning and reliable investment advice.
Myself and my wife were dealing with APWM to arrange our pension & investments consolidation and Paul and Georgie were fantastic throughout. Huge care was taken in explaining the process and we were supported extremely well throughout, including some rather frustrating times when a pension administrator couldn't seem to follow the basic instructions.We would happily recommend APWM and Paul and Georgie especially to anyone requiring a similar service.
I have been dealing with Jeff White and Georgie Rothery and they have both been first class. They are very knowledgeable in their field, understand my requirements and have advised upon and provided the most suitable options open to me. They explain everything in detail and make sure I am happy every step of the way.
Seldom it seems these days can one find any professional who does their job as it says on the tin !!!Here ,thank goodness, is the exception to this depressing reality !!! At Alexander wealth I have only ever experienced wonderful service with a real genuine personal team .I would like to highlight two people in particular, who I have found to be fantastic representatives of this company ;1 Christian Holbrook and , 2Georgie Rothery I have seldom , if ever conversed with two people who have always done exactly what they said they would do , in such a friendly confident and completely profesional way.Congratulations to Alexander Wealth for being so wise as to employ these two gems !!!!! Best wishes Lord Walker
This was almost a 2 year process for me! Starting working with one person who left the company and didn't let me know. Simon picked up the reigns and was so very helpful, extremely patient and stayed on track with everything, explaining everything so I could understand. He even followed up on a regular basis to check I was ok! The length of time to complete everything was all do to with the Insurance Companies not wanting to release my funds, Simon was a great support, assuring me it would work out in the end ... and he was right! Would certainly recommend this company in a heart beat!
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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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