Alexander Peter Wealth Management Opiniones 

Really, really good experience with Paul Griffiths of APWM. Paul and his colleagues have excellent knowledge and experience of what financial products are on offer. Paul managed to keep everything simple which was ideal for someone like me who hasn't forayed into the financial markets before.

I'd also like to add that India and Georgie have been nothing but supportive in helping me consolidate my pensions. Great work everyone!

A comprehensive in-depth discussion about my investments, current situation, strategy for the future in these uncertain times.
Where and when to move funds in order to maximise the global movements
Paul spends time explaining the +/-

Very good experience with Paul Griffiths of APWM. Excellent knowledge and experience of the Financial Products on offer and the ability to keep it simple and thoroughly explain the risks v rewards.

I spoke with Paul grifith about my pension dilemma and he was extremely helpful in pointing me in the right direction. His time and effort with me was priceless and I can recommend this company very highly.

I didn't know APWM but reached out to them through LinkedIn as I had been considering consolidating and moving my multiple UK Pension products to a single US based product for a while. I worked with James & India throughout the transfer process of 4 UK pension products to a USA SIPP and they have been instrumental in walking me through the process and keeping everything on track. As a number of other reviews have indicated, the barriers and delays put up by some of the UK schemes can be frustrating but India takes everything in her stride and keeps things moving forwards. I would highly recommend the APWM team to anybody considering this type of transfer.

My partner and I wanted to transfer multiple pension schemes to one each, living in France post Brexit not the simplest of tasks. We were recommended APWM, so reached out for help. Paul Griffith and India Lambourne looked after us and we were extremely grateful to them for their support and advice. They battled through the post Brexit brick walls to find the best solutions for us and supported us 100% through the barrage of forms and paperwork required to be completed. Paul’s extremely knowledgeable, explains everything on video calls and through detailed reports, but also a very friendly and honest guy and really instills confidence in a field he is clearly very experienced and qualified in. Can’t thank India enough also for her tireless support with completing documents and her great communication keeping us upto date on track. Would definitely recommend them to friends and family seeking financial advice.

I can't recommend Georgie Rothery and James Lavender highly enough.
My first contact was with James who explained very clearly to me all the options available. Georgie then helped to guide me through all the administration. There seemed to be a never ending set of obstacles but Georgie provided me with all the paperwork I needed and kept me informed every step of the way.
Thank you so much to both of them.

I can highly recommend Paul Griffiths he gave me valuable insights into my financial situation. I'm very grateful for his clear and pragmatic advice and that for free! I wouldn't hesitate to use his services in the future again. Thanks Paul!

Friendly and professional Service
Elena Ryan has helped us with tax matters since 2012.
Now, from Alexander Peter’s offices in Benitachell, Costa Blanca, is of enormous help in advising us regarding investments and pensions. Ensuring that we were happy with our risk level, her recommendations have produced extremely positive results.
Elena is very professional in regular review meetings at our home & shown herself to be very engaging and friendly, so we look forward to her visits on a personal level as well.

Wholeheartedly recommend this company. I had 3 private pensions and a NHS one that I had lost track of and they found them all.
Paul reviewed all the options with me and explained everything clearly and concisely. So helpful and I’ll definitely recommend them to friends and family.

I had a really productive conversation with Paul Griffiths of APWM. Even though we quickly concluded that we had no basis to do business together in the short-term, Paul was generous with his time and offered me a great deal of extremely well-informed advice. It is perhaps when someone offers this sort of service without any immediate commercial interest that you have the best gauge of their honesty and transparency. Highly recommended.

I knew absolutely nothing about this company but thankfully I was giving Jeff White to be the person to deal with me. He is a lovely person, knowledgeable, sympathetic, and made a new Pensioner feel comfortable in releasing some of her savings to an investment. He has gone over and beyond to guide me in my new life as well out of the UK. I highly recommend Jeff and APWM. I also of course like their attitude on the environment and biodiversity - referring Tree Nation - and the chance to plant a tree in Indonesia but suggest they make it a lot easier as I have still not gone through the entire process because it is complex and may in the end, give up which is a shame! I suggest that could be improved.

James and Georgie were very tenacious bringing over my small pension. They were a pleasure to deal with, and I never felt pressured.

This company was recommended to me by a friend ,I was looking to invest some money and after a lengthy discussion I opted to go with them.
I would like to thank in particular Jeff White of the Marbella Office who talked me through the whole thing and kept me very well informed ,it’s never easy trusting anyone with your hard earned cash but I had no doubt with this company.

It's never easy transferring funds out of a plan or pension and the process is often lengthy and at times frustrating. That being said India at the Spanish office was very supportive and in constant contact with both myself and the pension company. I would personally like to thank India for all her tireless work on my case.
I would also like to thank Dave Wattles in Florida for all his excellent advice over the years and to say I will be continuing to use his expertise.

Thank you Alexander Peter Wealth Management and in particular Matt Gould and Nicole Venturi in transferring my work based pensions and setting up my SIPP. I was introduced to APWM by a close friend who had used their services and was extremely satisfied with their services. I am so pleased that I took his recommendation. From the initial zoom meeting with Matt and throughout the entire process I felt confident, well informed and in safe hands. Nicole was amazing in chasing up the documentation and keeping the ball rolling as it was not always the easiest of processes. For an investment novice like myself their friendly, professional approach made no question too silly to ask and all queries were promptly responded too. Thank you and I have already recommended you to friends.

I have just set up an Assurance Vie with AWPM (Jeff ) on Zoom and by email. All information clearly and promptly presented. Very friendly service. All queries answered knowledgably.

Making a decision to invest money from the sale of my French property wasn't an easy one, particularly as I had no investment experience in a challenging financial climate! However, Paul helped to ease my concerns and explained in detail how my money would be invested to best suit my needs and approach to risk.
The process was professional, smooth, informative and I always felt I was in safe hands.
Georgie was also very professional and engaging...all in all a very pleasant experience.

Paul Griffiths was brilliant from start to finish.
Looking forward to a great ongoing relationship.
Thank you Alexander Peter Wealth.
Chris and Jane

This company was so helpful in providing guidance and advice, navigating how to get access to the information about my small UK retirement from afar and review the options for potential transfer. This was our second year in working on this. Shout out to Dave Wattles, in particular, for being honest and candid that the fees involved were too high for the fund total to make sense for the transfer option. He then guided me through the best option for getting access to my retirement funds from across the Atlantic and avoiding any unnecessary taxation along the way - and all without charging me a penny for his expertise, time, and patience. You can't ask for more than that and, had the transfer option been viable, I would have had no hesitation in working with Dave and this company to accomplish the move. I highly recommend this company to any UK ex-pats looking to consolidate or move retirement or investment funds from the UK.