Alexanderpeter Reviews

Tranfer of funds

I needed to transfer some funds from my investments I started the process myself but soon found out that I needed the expertise of Alexandra Wealth Bianca Valsin contacted me and from Theron took charge of the process She was very helpful and explained how the process would work and communicated with me given updates Bianca has very professional manner and knows her subject matter well

Best decision

As with many people I am sure I was sceptical about trusting a company to look after my UK pension I am US tax domicile I did my research and asked many questions the owner sent me a personal Email which I appreciated Once I had conducted my due diligence I was all in and what a great decision that was Dave Wattles has been a great advisor with obvious market knowledge and a passion for sharing information My investments before and during Covid have performed very well through Dave s advice Thank you APWM

An excellent experience

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

I can t recommend Georgie Rothery and

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

Knowledgeable and Professional

I have been in contact with Jeff White and Bianca Valcin of APW for around 12 months in connection with making an investment for my future financial security I have found both to be knowledgeable in their field and very professional and efficient They have responded quickly and I believe honestly to my various questions and concerns Over this 12-month period I have grown to trust Jeff and have now set up an investment product with APW Time will tell if my investment grows and meets my objectives and satisfies my needs however I have faith in APW that it will

I have been very happy with the service

I have been very happy with the service received from Alexander Peter Paul is very professional and helpful He makes sure everything is clear particularly important for an older person only just tech savi like me He responds swiftly to any enquiry or problem which is very reassuring

A daunting task made easy with the help

A daunting task made easy with the help of Paul Jeff and Nicole Approaching retirement and becoming Spanish residents meant that we needed a full review of our finances both our savings and our pensions Paul and Jeff with Nicole s support guided us through the complex processes answering all our questions making it understandable and successfully transferring everything into various tax efficient accounts Thank you again for all your help and patience

I converted a deferred UK work pension

I converted a deferred UK work pension to a USA SIPP I would say I was very cautious right up to the last minute James was very helpful with his knowledge and continuous explanations and answers to my concerns and questions India keeps on top of the administration side of things Overall I would rate a very satisfactory experience I would recommend working with James and India

I would like to thank Paul Griffiths

I would like to thank Paul Griffiths and Bianca at Alexander Peter wealth managements for helping me transfer my uk pensions over for me as I am in france The advice that Paul has given me has been very profesional and I have all ways had a fast and very polite response from Bianca when i have contacted them All through the process I have felt reassured by APWM Thanks again to Paul and Bianca