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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Chris
Nice people to work with

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.

5
Date of experience: Oct 08, 2024
MC43
An excellent job!

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 !

5
Date of experience: Oct 03, 2024
Cheftryade16
Great Support and advise

Would like to thanks Paul and India for the support in transitioning our investments. The follow ups and communications has always been great. Can always count with a quick response from both. Thank you!

5
Date of experience: Sep 14, 2024
Aurora
Review of investment

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.

5
Date of experience: Sep 05, 2024
baptiste100
Fantastic Help and Advise

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.

5
Date of experience: Aug 29, 2024
Amadeus Cooper
Glad I decided on Alexander Peter

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.

5
Date of experience: Aug 27, 2024
Stanley
Not an FCA registered Co

Not an FCA registered Co. So don’t use! them for transferring UK pensions

1
Date of experience: Aug 08, 2024
Truman Taylor
So far customer service seems lacking

So far customer service seems lacking. Voice mail boxes only on UK line and the guy in Florida who called me back kept interrupting me.

2
Date of experience: Aug 05, 2024
RT98
Great service continued...

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.

5
Date of experience: Jul 24, 2024
Garrett
I haven't any particular experience so…

I haven't any particular experience so far. I am hoping to get a widow's pention since I was living abroad for 30plus years.Please let me know If your company could be helpful and supportive of my enquiry.

5
Date of experience: Jul 24, 2024

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