Review Time
I was referred to Alexander Peter's to help my with my UK pensions as an expat living in the US. I wanted to be prepared so I could retire next year at age 60. They did an excellent job sorting out my pensions (UK & US) and recommending the best course of action best on my situation. Thank you Claire and Paula!
Robin and team have been incredibly supportive and communicative from the moment I came to them looking for an investment alternative to funds I had accumulated in a Defined Pension Scheme. Robin explained my options and guided me through the process of transferring the funds to a UK SIPP where I now have the flexibility to invest the funds in a manner consistent with my broader portfolio. I appreciate the personalised attention and look forward to working with Robin and the team to more aggressively manage the investments over the coming years.
Claire and India helped me transfer my UK Deferred Pension Scheme into a UK SIPP. We had to jump through several hoops because of my company policy and regulatory UK requirements, but Claire guided me through every step of the process and made it painless. I felt in good hands the entire time. I now have the freedom to manage my own investments. I can't thank Claire and India enough. I couldn't have done this without their help.
I contacted APWM through a Facebook advert seeking help with my UK Money Purchase pension pot as Spanish Resident and am very glad I did. I was introduced to Jeff White who has been very professional and helpful throughout offering excellent advice and expertise in transferring my pot to an International SIPP and how to be tax efficient in my country of residence. Both Jeff and India Lambourne in the office have always gone above and beyond with their help, speeding up the process where needed and ensuring everything went smoothly and correctly. When you’re dealing with reasonable sums of money and complex issues you need someone you can rely on and be confident is doing the best thing for you and I have had complete trust with Jeff and India throughout the process. Thank you both so much for your help
I can only talk about Paul Griffiths who has looked after my portfolio for many years since we left the UK to move to France. He took the time to understand my attitude to risk and has subsequently always respected it. At times if a proposition seems a bit too out of my comfort zone he does have a back-up strategy to hand. I find him personable and always approachable but most importantly he does his utmost to find the correct solution for my portfolio.
Georgie and Claire were professional but fun. They kept chasing those who were hindering the transfer process with a dogged determination and kept me informed of their progress at every step. That said, it felt like I was working with friends, who truly had my best interests at heart. You need people like this by your side when you are making major money decisions.
I have been working with John Parsons and Elena Ryan for probably the best part of a year now. They have both been excellent at informing me of my options with regard to my move to Spain and organising my finances around such. Both have been great with communication, usually responding within minutes of reaching out. I trust that they are a safe bet, and I'm looking forward to continuing my financial planning with Alexander Peter.
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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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