Review Time
I originally contacted Alexander Peter Wealth Management for pension and investment advice having moved from the UK to Spain. I was more or less completely oblivious to the issues relating to existing investments I had in UK having moved to Spain, but Jeff White was extremely helpful in explaining the details to me and provided clear solutions to move forward. I have been well informed throughout the process of re-investing by both Jeff and Paula Morris, who are always very quick to respond to any issues or questions I had. I would highly recommend anyone who requires clarification or information on investments following relocation to Spain to at least have a consultation.
Transferred all of my pensions out of UK after receiving very detailed advice. The process was particularly protracted due to my pension providers making things unnecessarily difficult. AWPM, despite the frustrations, were very professional and fantastic to deal with. India Lambourne stood out as being fabulous with all the admin and Jeff White is very easy to deal with. No nonsense, just common-sense and appropriate advice without any pressure to do anything that doesn’t match your risk profile. Very happy with how things have gone so far!
The team talked me through the process and advised me of the stages involved and some of the painful admin that lay ahead.They were very clear about information that would be required from me and about the interactions I would need to have with institutions. Crucially, when the institutions were slow the team helped me chase them down in a productive.Throughout the process the team was kind, relatable and responsive.
Fabulous support and advice throughout the process. They were able to guide me through consolidating a variety of UK pensions into a single solution thus making tracking and tax paperwork so much simpler. All the heavy lifting and paperwork was primarily undertaken by the team made things super easy for me.
I was initially unsure whether I required the services of Alexander Peter Wealth. However, with the guidance and support of Jeff, Georgie, and previously Craig, I can confidently say that I would not have managed without their expertise. Their professionalism and dedication made a significant difference throughout the process.
Working with James and Paula has been a breath of fresh air. James is very professional with the ability to clearly share deep knowledge of global investment industry and impart detailed strategies enabling informed decision making based on personal needs.Working with Paula has equally been a pleasure and assuring. Paula has been very diligent and persistent in working to resolve issues with Aviva's challenging process and procedures in transferring pension investment funds in a timely manner.
A big thank you to Paul Griffiths and India Lambourne for their help in transferring my UK pension to France. It was a complex process, but Paul was always clear and reassuring throughout, and India was incredibly efficient and persistent in dealing with the UK providers. I really appreciated their support—highly recommend!
Switching my pension was an administrative nightmare (thanks to AON not AlexanderPeter) so Paula’s patient diligence was a godsend. She was methodical, proactive and very professional. Would happily recommend AP on the basis of my interaction with her alone :)
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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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