Alexander Peter Wealth Management Avis 340

What a breath of fresh air. We saw an advert on Facebook for Alexander Peter Wealth Management and contacted them. They were instantly in contact with us and set up a meeting with Paul Griffiths. We explained our position to him and were greeted with good genuine advice. Paul is friendly, understanding and extremely knowledgeable, we were impressed by his quick responses to the questions we had. There was no pressure or selling techniques used. We have now transferred our investment portfolio over to APWM and wish we had done this years ago. We are looking forward to the future.

Many thanks to Paul and Georgie and the other 'back room' staff at APWM for the service provided to date, and our confidence in them for future support. Due to circumstances at the beginning of this year, my wife and I needed to find a replacement Independent Financial Advisor who would do all the necessary work to ensure ongoing compliance with the Independent Pension Trustees and our Irish Private Pensions with minimum fuss, and all the time remaining compatible with Portuguese Tax Legislation and NHRS requirements. After talking in depth with various other IFAs' about our circumstances, and clarifying their charges, Paul Griffiths and APWM were the 'stand-out' organisation in our opinion, and very competitive regarding costs. Paul and Georgie also managed all the 'toing and froing' communications when we noticed the Trustees made some 'miscalculations' regarding our quarterly pension distributions. My wife and I are now in a position to make a 'mid-term' lump sum investment, and we had no hesitation in going back to Paul to ask his advice and seek his recommendations. Paul answered – by e-mail or during video link meetings - all (a lot) of the points we needed clarification about in a timely manner, or advised us if he needed to go to another source for answers to our questions. He also provided a lot of detailed information about products, and 'summarised' the 'blurb' to 'bite-size' easily digestible pieces. As this 'new journey' is just beginning for us, we are looking ahead with calm confidence.

Paul has been supporting me for pension advice, he has listened carefully to my explanations and wishes , has supplied a good analysis of my situation , and has offered clear unbiased advice. I have kept Paul's contact details for possible future use.

I found APWM through the UK.gov pensions site and have subsequently dealt with Matt and Georgie to move my UK pension to a Euro SIP and make some other investment choices. I have found them to be utterly professional and helpful at all times through the process. Highly recommend.

Both Jeff White and Paula have been incredible through this whole process of moving my SIIP. I have been kept well informed along the journey and they have been very patient with my often slow responses and endless questions. I have felt confident and non pressured at all times during the process and would highly recommend anyone thinking of investing with AP Wealth management . Thanks guys !

Would like to thanks Paul and India for the support in transitioning our investments. The follow ups and communications has always been great. Can always count with a quick response from both. Thank you!

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!

Elena Ryan senior adviser has listened to me and understood my investment needs.
She is professional with a personal touch which makes me feel valued as a client.
She explained the investment clearly and in plain language
and answered all my questions in the same manner.
I would highly recommend any ladies (or gents) to speak to her.

I had an original contact Claire Taylor who was a fantastic help and excellent advisor I was combining UK private pensions together into a new fund. One of the current pension companies made the transfer very difficult. Paula Morris spent hours and hours chasing them and trying to sort them out for me. Eventually they transferred the funds and Paula even secured compensation from them for their behavior. Absolutely outstanding work from Paula. I have a new adviser now who I will be working with going forward. This is a top class company to deal with and massively recommended.

I did investigate a few companies before finding James Lavender at Alexander Peter Wealth Management. Although my situation involves both the UK and USA, James and Paula have made everything very understandable and have been an excellent team. The communication and explanations have made me very pleased that I made the decision to use this company.

New to Alexander Peter, Paul and the team made it as easy as possible to transfer my pension away from the UK, Very happy with the service and support and looking forward to adding additional funds. The decision was made to go with Paul and Alexander Peter Wealth Management after a lengthy beauty contest with four other providers which I'm glad I did as I learnt so much in the process.

Not an FCA registered Co. So don’t use! them for transferring UK pensions

So far customer service seems lacking. Voice mail boxes only on UK line and the guy in Florida who called me back kept interrupting me.

Great service continued...
First review with Paul answered all of our questions. And knowing that there is another in 3 months time puts out minds at rest, as its our first year of with Alexander Peter and we are not totally 'au fait' with the reading of statements etc. Knowing that Paul + his team are at the end of the phone if we have any queries is also reassuring.

I haven't any particular experience so far. I am hoping to get a widow's pention since I was living abroad for 30plus years.
Please let me know If your company could be helpful and supportive of my enquiry.

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 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 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.

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