Review Time
I have been working with Paula and Matt for the last 18 months while they tracked down a variety of old pensions from 7 different companies, with the aim of consolidating them into one lump sum investment. Some dated back 20 years and had been passed around from company to company, hence it took a lot of detective work, persistence and paperwork by the team to find them, and release them. Paula was unendingly flawless in this pursuit. Always on-top of things, always communicating efficiently and with speed and always one-step ahead of all the paperwork. I really could not have found and realised all of these different pensions without Matt and Paula, they really did make this possible for me. I recommend without hesitation.
I had a very helpful and interesting conversation with Craig Allanson. He listened to me very carefully and understood very well my situation and my concerns, he explained to me all possible solutions and how he could help me. All in my best interest, in fact, at this point the best possible solution was to do it on my own following his advice. I'm very grateful for his help and if anything arises that changes this situation I'm completely sure I'll contact him to ask for his help and services.
I had the pleasure of meeting Colin Kneale, not only did I find him extremely personable but his knowledge and experience of the pensions industry as a whole was second to none. I also want to mention India who processed all the documents without delay and always kept me informed. Overall would not hesitate to recommend Colin to anybody who wants to look into their pension options.
I was seeking advice regarding a workplace pension as I was unsure which option suited my personal situation. I received a call offering me a call with a pension expert and agreed, albeit with some trepidation. The call was duly organised and I was fortunate to be contacted by Mr Craig Allanson. I was apprehensive as my knowledge of economic matters is limited and also worried about the possibility of being duped in some way. So I was relieved when Mr Allanson introduced himself and I perceived immediately from his friendly yet professional manner that this gentleman was honest, experienced and trustworthy. Indeed, Mr Allanson and I had a delightful conversation peppered with observations about living abroad and the importance of making wise financial choices. I especially appreciated his patient explanations in comprehensible terms of the options available to me. Mr Allanson calmly clarified potential courses of action and even followed up with further information by email. I am most grateful for his industrious efforts which enabled me to make informed choices. I also appreciated his friendly, caring and relaxed demeanour. It was a pleasant and fruitful experience for which I am very grateful. Thank you so much, Mr Allanson!
Reassuring and factual on-line meeting giving advice in a non pressured consultation regarding tax affairs and savings in Spain post Brexit. Would be happy to speak with Jeff at Alexander Peter Wealth Management again and use their services.
The people that I deal with at Alexander Peter Wealth regarding investments and private pension are excellent. They are very knowledgeable in their fields of expertise and always happy to guide me through all the options available in an informed manner. Making complex financial subjects easy to digest
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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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