Review Time
I found APWM through the UK.gov pensions site and have subsequently dealt with Matt and Georgie to move my UK pension to a Euro SIP and make some other investment choices. I have found them to be utterly professional and helpful at all times through the process. Highly recommend.
Both Jeff White and Paula have been incredible through this whole process of moving my SIIP. I have been kept well informed along the journey and they have been very patient with my often slow responses and endless questions. I have felt confident and non pressured at all times during the process and would highly recommend anyone thinking of investing with AP Wealth management . Thanks guys !
Elena Ryan senior adviser has listened to me and understood my investment needs.She is professional with a personal touch which makes me feel valued as a client.She explained the investment clearly and in plain language and answered all my questions in the same manner.I would highly recommend any ladies (or gents) to speak to her.
I had an original contact Claire Taylor who was a fantastic help and excellent advisor I was combining UK private pensions together into a new fund. One of the current pension companies made the transfer very difficult. Paula Morris spent hours and hours chasing them and trying to sort them out for me. Eventually they transferred the funds and Paula even secured compensation from them for their behavior. Absolutely outstanding work from Paula. I have a new adviser now who I will be working with going forward. This is a top class company to deal with and massively recommended.
I did investigate a few companies before finding James Lavender at Alexander Peter Wealth Management. Although my situation involves both the UK and USA, James and Paula have made everything very understandable and have been an excellent team. The communication and explanations have made me very pleased that I made the decision to use this company.
Great service continued...First review with Paul answered all of our questions. And knowing that there is another in 3 months time puts out minds at rest, as its our first year of with Alexander Peter and we are not totally 'au fait' with the reading of statements etc. Knowing that Paul + his team are at the end of the phone if we have any queries is also reassuring.
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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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