alexanderpeter.com

4.9
4.9 Based on 201 reviews

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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Average Rating

4.9

/
5

201 Reviews

5 Star
96%
4 Star
2%
3 Star
0%
2 Star
0%
1 Star
1%

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Elijah Price
Successful Pension Transfer

India and James at APWM did a great job in getting my British pension transferred to a SIPP. Aviva was very challenging to deal with and they kept on them to get it completed. Highly recommended.

5
Date of experience: Apr 01, 2025
Maddox Patterson
I would like to thanks Elena Ryan and…

I would like to thanks Elena Ryan and Paula Morris for a very helpful and efficient handling of the change of my investments to a more tax efficient account. Highly recommended.

5
Date of experience: Apr 01, 2025
Gemma Kelly
Thoroughly recommend APWM !

Thoroughly recommend APWM !! From the beginning of joining them we have been so well looked after. Professional and personable team, listens and understands our needs and does a great job managing our funds. Sending huge appreciation to Jeff White and India Lambourne.

5
Date of experience: Mar 20, 2025
Perry Morris
Hand holding all the way

My husband and I have finally transferred our various pension plans (accumulated over the years) into one pot each thanks in no small part to the continued efforts of Georgie Rothery and Paul Griffiths. Paul kept us sane in terms of explaining the process from the outset and always being on hand for a Zoom call, and Georgie was always responsive, resilient and courteous. It really was a drawn-out process especially as the pension providers wanted to go overboard on KYC process, even though we wanted to withdraw funds. But we got there in the end!

4
Date of experience: Mar 12, 2025
Austen Foster
My financial advisor Christian is very…

My financial advisor Christian is very helpful and honest, with Georgie in attendance. I feel very safe with my money in their hands. I have placed money into my portfolio and taken out with professionalism.

5
Date of experience: Feb 13, 2025
CT13
Only good things to say

I only have good things to say about APWM and am glad I reached out to them, having been let down by my previous financial advisor.I initially attended a seminar in a nearby hotel, which was helpful, informative and enjoyable. It also enabled me to meet some of the team, including Paul Griffiths, who I now work closely with.Everyone I have dealt with since at APWM has been very helpful and patient. I feel my investments are now managed by a solid team of knowledgable professionals.

5
Date of experience: Feb 01, 2025
Brock
Very helpful initial consultation by…

Very helpful initial consultation by phone. Was told not to transfer my pension to Spain since with fees it wouldnt be worth it. Basically they put honesty before a potential sale.

5
Date of experience: Jan 24, 2025
CT79
Exceptional Support Throughout

I recently have been supported by Matt and India on a pension matter, and I cannot speak highly enough of their service. While the process itself was lengthy due to factors beyond their control (namely, roadblocks from my current provider), Matt and his team were unwavering in their support.They empowered me to make informed decisions at every stage, patiently explaining complex information and answering all my questions thoroughly and promptly. Their professionalism and proactive communication were truly impressive.Beyond the professional aspect, they built a genuine rapport with me, making the entire experience much more comfortable. I highly recommend to anyone seeking expert guidance.

5
Date of experience: Jan 22, 2025
Deorwine
Professional advice in simple terms

Thankyou to Christian Holbrook for your advice and excellent communication. Christian explains everything simply so even I can understand 🤣. I've been talking to him for a few years now, so when it came to a new investment he knows me well enough to make suitable suggestions that fit my profile (on paper) but also my personality. This personal touch is invaluable. I have total faith in him, so thankyou.I'd also like to mention Georgie Rothery and Paula Morris from Admin. They are always on hand to help with any paperwork, being both friendly and efficient. Thankyou ladies!

5
Date of experience: Jan 20, 2025
Gilbert Bell
Review Matt Gould

Due to unforseen circumstances it became essential that I had access to my full pension with Sovereign Trust in Gibralter. During this procedure I was contacted my Matt Gould an adviser with Alexander Peter. This proved invaluable to me as he supported and guided me through the whole process from start to finish,supplying all necessary documenyayion required etc. I cannot praise him enough,and give him your maximum rating

5
Date of experience: Jan 09, 2025

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