Alexander Peter Wealth Management Opiniones 337

I could not have asked for anything of India Lambourne and James Lavander that would not have been acted upon in a timely and caring manner. I truly felt that they both regarded my best interests as of paramount importance.

I have been dealing with Paul Griffiths and India Lambourne during the past several months re. advice around my UK pension funds transfer and investment options.
Paul's advice has been extremely useful and tailor made to my specific needs. Throughout this period, he has demonstrated in-depth knowledge of the overall pension landscape, both from a UK and oversees perspective.
We are currently in the final stages of the execution of his specific recommendations and he has been remained pro-active during all the different stages hereof.
India's responsiveness, courtesy and turnaround speed of the numerous administrative procedures during the past few months has been exemplary on how customer service can work if handled professionally.
I can sincerely strongly recommend the services provided by this team.

Great service as usual from Elena Ryan. Very informative in general. Listened to my needs and provided detailed information on products that fit my requirements. Kept me updated every step of the way. Would recommend her service without hesitation.

To whom it may concern I would like to pass on my experience with dealing with this company and it’s representative mr John parsons we had a very fruitful zoom meeting he gave me very good advice and confirmed the research I had carried out my self was sufficient for what I need at the moment but I will not hesitate to use this company in the future your sincerely David Thomas

John Parsons has been a great source of knowledge and insight. We have recently returned from 14 years living in Australia to take up residence in our house in France. We have savings but not a huge amount, so having a company like Alexander Peter, providing sound and considered advice about how best to invest, consolidate, and leverage what we have, has been invaluable.
John is patient, attentive and always keeping us in mind when opportunities cross his desk.
I look forward to continuing to work with his and his team in the future.

Having a good experience with a financial advisor is paramount to the success of your investment with this in mind and the sound advice I received I am more than happy to recommend this company

I've worked with John Parsons for a while now, and I have to say he's the best financial advisors I've had. He gives a personal touch to his interactions and has always given sound thought out advice from years of experience.

Worked with John Parsons to decide on the way forward for my investments. John was very patient and provided outstanding advice. The effort he makes to ensure I felt fully informed before taking decisions to benefit me is outstanding. Would highly recommend.

Claire always goes above and beyond for us and she is so friendly and approachable. I would recommend her to anyone who is looking for financial advice.

I originally followed a thread on Facebook for financial advice. And my research suggested that Alexander Peter Wealth Management would be the people to contact.
I have not been disappointed in any way.
John Parsons has found an ideal solution for me, without any pressure he has helped me to assess my needs in a way I had not thought of.
When I had issues with my source of funds, he found ways to ease the situation.
A big thank you to John and all the team.

Excellent experience with Matt Gould at Alexander Peter. Upfront, friendly and practical advice for an expat in need! Would not hesitate to go to them again for advice or financial management.

I would highly recommend Paul Griffiths and the team at Alexander Peter Wealth Management.
They offered me an in depth review of my pension finances and offered exceptional advice. They do not pressure and appear to have their clients best interest at heart. My multitude of questions and points for clarification were responded to promptly and patiently by Paul who took the time to explain and Georgie Rothery in the office sorted out swiftly problems with filling up the forms.
I would not hesitate in recommending them to my friends and family.

John Parsons provided a very clear and focused service for me. He assessed not only my personal risk threshold, but also my ethical stance. He offered me a couple of suggestions which were both suitable. At all times he was reassuring and transparent, answering my questions openly. He led me efficiently through the process.

It is with great pleasure that I write this review for Paul Griffiths and Alexander Peter Wealth Management. I have had the opportunity to work with him over the past few months, and he has consistently displayed an unwavering sense of trust and capability his work.

From the moment we began collaborating, Paul demonstrated his expertise and dedication to our future wealth plans. He listened carefully to our needs and concerns, and was able to develop a clear and effective plan of action that addressed all of our goals.

Throughout the process, Paul was always available to answer our questions and provide updates on their progress. He consistently exceeded our expectations, delivering high-quality work on time, and even took some of the onerous transfer tasks off our hands. His attention to detail and commitment to excellence were truly exceptional.

But what really set Paul apart was his unwavering sense of trustworthiness. He approached every aspect of the process with the utmost professionalism and integrity, and his transparency and honesty gave us complete confidence in his abilities.



Sincerely,

Will.B

Working with Dave Wattles and India Lambourne was a delight. They took the time to explain my options in language that I could understand, and were very flexible and patient throughout what turned out to be a complex process. I would recommend them both very highly

A friend recommended Elena Ryan at Alexander Peter for my investment questions. Within three meetings Elena had advised me and helped me successfully complete my investment. Elena is professional, efficient and friendly. Nothing was too much trouble for Elena and I would definitely use her again in similar circumstances.

I was contacted by Matt, after I had downloaded the AP Wealth Management pension information. Despite the fact that the tiny amount of private pension I had to bring over to France was pretty well under their radar (my term, not theirs), Matt answered all my questions and even sent me additional information in the form of a relevant link to their website, all of which was very helpful and has enabled me to make a final decision as to what to do with this amount. Excellent service!

I had really struggled to get some impartial financial advice until I spoke with Jeff White at Alexander Peter Wealth Management. I found his extremely friendly manner, along with his expert knowledge, very comforting. I still have decisions to make but he has really put my mind at rest. Thank you Jeff. Adele x

APW Management and especially Matt Gould kept me very well informed during the process of reviewing my Pension options (overseas resident). I was guided through the process and notified continually. Unfortunately the Pension Fund did not quite suit/compare with the security of the original UK based Final Pension Scheme. I would recommend APW and Matt Gould, friendly and well informed.

Hi, Matt was excellent and explained everything to me about my transfer of my pension and it went through very smoothly and made feel full of confidence it was safe and glad he is looking after my pension