Alexander Peter Wealth Management Opiniones 337

I was looking at options as I moved to the US from the UK 22 years ago and had a personal pension that I could not easily access. I spoke with Claire Taylor where we reviewed my situation and came up with a plan. Very pleased with the result and will be working with Claire moving forwards.

I can recommend Paul Griffiths as an advisor for investors domiciled in France. He is very knowledgeable, punctual and friendly.

I found Ms Elena Ryan to be most professional, knowledgeable and helpful. I thoroughly recommend her as an adviser. I thank her for her expertise.

I met with Claire Taylor virtually and she was very helpful and informative. She provided me with all the information I need to take the next steps towards retirement. Thank you!

I had talked to John Parsons previously concerning my money and had found him to be interested and always helpful. When we spoke about an investment that would give a good return and was pretty safe he suggested Social Housing. The very phrase throws up questions immediately reflecting items on the news. John guided me through every stage reviewing the high quality Social Housing that he deals with and the process involved in an investment that has such a positive social aspect. He ensured that I was completely happy with every step before we progressed, he answered all of my questions ensuring I fully understood before moving on. The experience has been, and I am sure will continue to be, profitable and pleasurable. He is responsive, articulate and always ready to help with any question

I have been extremely impressed with the professional service provided and the outcomes from dealing with Alexander Peter Wealth Management.

I initially spoke with Paul Griffiths about my options for consolidating my UK pensions and Georgie Rothery handled the admin extremely efficiently over the many months it took to sort this all out.

Thank you both - and I would highly recommend their services!

Some months ago I was introduced to John Parsons, who diligently reviewed my requirements for the funds that I had available. His plans were in line with my expectations, however my family situation has changed and I have had to put my plans on hold for the moment. More than happy to recommend John and this APWM to anyone who needs wealth management advice.

We spoke with John as to what kinds of products were available to us. He explained clearly about one particular product. Although we didn’t pursue and chose a local company, should we wish further advice on other products, we wouldn’t hesitate in speaking to him again.

It was a pleasure talking to Colin, who was very helpful and honest about things! Pension regulations: I would rather seek help than be sorry later, and with Colin looking into things, I do feel good about it!

I am an ex-pat and Claire Taylor from this company has been helping me work out what I may or may not have from the UK as I retire in the US. Despite knowing that I was unlikely to be able to get anything and I assume giving her no payment - she went ABOVE and BEYOND to make sure that I had all of the information that I needed to at least investigate. Amazingly quick and good responses even on American time when she should have been at the pub! Thank you and Claire - America would kike you as we covet exemplars!

Very helpful advice given by Paul Griffiths. I highly recommend.

James Lavender, Georgie Rothery and Paula Morris were extremely helpful in getting my various policies transferred to a single SIPP. Dealing with the pension companies required a lot of back & forth and Georgie was especially diligent in chasing them down for the required responses.

I have recently had meetings with Claire Taylor regarding my retirement plans, clear and very imformative, also very efficient. I can now see what i need to do and how i need to do it. Great experience and Claire is fantastic.

The level of support and service was great. This is a long and difficult process and the team was always available to help. Big shout out to India was amazing even when i got a few pieces wrong she was very patient and supportive and always responsive. Robin was very balanced and offered great advice. i would fully recommend Alexander Peters

Both James Lavender and Paula Morris were very responsive and really helpful as I set up my SIPP. Answered promptly and helped make a difficult process much easier.

James Lavender and Paula Morris have been so very helpful to me throughout the process of opening my SIPP.
Always very professional, they respond quickly to messages.
James has alleviated my concerns and explained in plain language the process and investment options.
I would definitely recommend Alexander Peter.

I contacted Alexander Peter Wealth to discuss my financial position in relation to a move from UK to Portugal. The Adviser Paul Griffith was very helpful and knowledgeable. His response with advice was very prompt and very helpful. I will definitely consider using Alexander Wealths services in the future

We are in the process of moving from France to Spain and needed some investment advice. We were contacted by Elena, who clearly and concisely explained our options. After several phone calls, meetings and quite a lot of paperwork we have been able to find a suitable investment. Very happy with the service and level of commitment.

I am highly satisfied with my experience with Alexander Peter Wealth Management (APWM). I moved from the UK to Spain two years ago and had to reorganise my savings and pension funds accumulated in the last 30 years.
I chose to work with APWM after a thorough process of investigation and due dilligence. Paul Griffiths provided an excellent analysis of my situation and a detailed plan for conveniently reoganising my finances after becoming a Spanish resident. Paul helped with both sides of the equation (UK and Spain).
Factors that helped me to decide to work with Paul were his excellent knowledge and experience with the subject, his patience in explaining everything in layman terms and the trust developed with our relationship.
I feel now quite comfortable with my new financial setup and happy to work with Paul for the long term.

It is seldom these days that an individual takes time to make sure your situation is both assessed and addressed. Claire Taylor gave me all the answers I needed for my unique circumstances of working both sides of the Atlantic. Thank you for being so thorough, Claire. Looking forward to working together in the future!