Alexander Peter Wealth Management Arvostelua 

349
•
TrustScore 5/5 tähteä

4,9

Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää

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Katso, mitä arvostelun kirjoittajat sanovat

Saanut 5/5 tähteä

The process of transfer of pensions was made extremely difficult by UK end but Jeff White and Paula Morris made it all possible. Thank for your professionalism, reactivity and crusade ! Maria

Saanut 5/5 tähteä

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... Näytä lisää

Yritys on vastannut

Saanut 5/5 tähteä

Simon Putt and Paula Morris and great to work with. Excellent investing financial advice for both US and UK retirement assets. Have been working with them for about 5 years and they listen well, alw... Näytä lisää

Saanut 5/5 tähteä

Moving to Spain from the UK does require a shift in so many things with financial matters being up top of the list! We have found Matt Gould a pleasure to work with and an invaluable source of... Näytä lisää

Yritys on vastannut

Yrityksen tiedot

  1. Rahoitus & Vakuutus

Yrityksen kirjoittama

Providing specialist advice to British expats living around the world. Tax efficient and tax compliant solutions for those living within the EU.


Yhteystiedot

4,9

Erinomainen

TrustScore 5/5 tähteä

349 arvostelua

5 tähteä
4 tähteä
3 tähteä
2 tähteä
1 tähti

Ei viimeaikaisia arvostelupyyntöjä

Tämä yritys ei ole pyytänyt asiakkailtaan arvosteluja viime aikoina, joten arvostelut eivät välttämättä anna kattavaa kokonaiskuvaa

Kuinka tämä yritys käyttää Trustpilotia

Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.

4,9

Kaikki arvostelut

(349)

24 arvostelua kuluneen 12 kuukauden aikana

Kirjoita arvostelu
Yritykset eivät saa tarjota kannustimia tai maksaa arvostelujen piilottamisesta Trustpilotissa. Arvostelut ovat yksittäisten käyttäjien mielipiteitä, eivät Trustpilotin. Lue lisää

Saanut 5/5 tähteä

Everything to praise nothing to fault

Consistent and clear communication, demonstrable experience in their field, approachable and helpful
Everything to praise nothing to fault

5. huhtikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Hi Ian,

It has been an absolute pleasure helping you, and I look forward to working with you for years to come. I can’t wait for our next reading of Winne the Pooh!
Claire

Saanut 5/5 tähteä

Two thumbs up for John and Elena...

I have been working with John Parsons and Elena Ryan for probably the best part of a year now. They have both been excellent at informing me of my options with regard to my move to Spain and organising my finances around such. Both have been great with communication, usually responding within minutes of reaching out. I trust that they are a safe bet, and I'm looking forward to continuing my financial planning with Alexander Peter.

18. maaliskuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

James,

Thanks very much for the kind words.

We look forward to continuing to support you on your financial journey.
John & Elena

Saanut 5/5 tähteä

Investment advice from John Parsons

After a number of cordial, unhurried and relaxed phone conversations with John, and several emails with useful information for me to digest, I was able to make a decision on how best to invest an inheritance which came my way recently. There was no pressured sales pitch, just a listening ear and a guiding hand. For someone new to and fearful of investing, this was a positive and reassuring experience.

11. maaliskuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Marek,

Thank you for the kind words.

It has been a pleasure chatting with you and discussing social housing and the greater good it can have on those less fortunate then ourselves.

I look forward to working with you.
John

Saanut 5/5 tähteä

Good pensions advice

Good experience of transferring my UK SIPP to a private pension, as a British resident of France.

Found the advice given by Paul Griffiths very helpful: Paul also recommended an accountancy firm to help with my UK / France tax situation,

Competent administration by Georgie Rothery.

15. maaliskuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you Greg, and we look forward to looking after you for the long term future.
Paul

Saanut 5/5 tähteä

Our first quarterly review

We have just had our first quarterly review with Elena Ryan and while this process is not too demanding or complicated, Elena has answered our questions simply and explained in as much detail as we needed. This was all done in a very friendly and informal manner. We are cautious investors and this type of contact is very reassuring for us.

15. maaliskuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you, Jim. Apart from our planned reviews, please feel free to contact me – I’ll be happy to help.

Elena

Saanut 5/5 tähteä

John Parsons at Alexander Peter has…

John Parsons at Alexander Peter has served as a valuable and very helpful advisor in helping plan for retirement. The proposal of taking an overview of one's situation and helping you maximise your resources and options was just what I needed and the experience served to be invaluable. I now feel more informed and in control about my future thanks to his knowledgeable and helpful guidance.

15. maaliskuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Karen,
It was a pleasure and I am glad you found my advise helpful.
Regards
John

Saanut 5/5 tähteä

I found 'Alexander Peter' on google and…

I found 'Alexander Peter' on google and contacted them through the website. I had 2 responses within 30 minutes, and appointments as soon as I needed them. I was contacted by Alexander Peter and Jeff White, who are obviously talking to each other as that confusion was quickly sorted. (Already that was a great sign).
Jeff and his team did some investigative work on an offshore pension that I have to answer alot of questions that pension fund was not answering to me. It turned out that Jeff and Alexander Peter were not the right partners for my particular situation and told me so right away. However Jeff did spend considerable time educating me on what I might do and with his foreign collaborators provided some direction. It was a very good experience for me, but not much in it for Jeff unfortunately.
Given that experience, I will certainly call him should my situation change. It was a great experience to deal with a competent professional who was confident to know when to seek extra help and not give me a pressure or inappropriate sales talk while knowing that he would only get kudos for his reputation and no contract from me.
Thank you Jeff!!!

11. maaliskuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you so much Alain, for your detailed review of the service provided by the company and myself.

I am delighted that you found us to be professional and advice driven. I do hope that we can take some steps later this year that will result in onboarding you as our client and building a fruitful professional ongoing relationship.
Regards
Jeff

Saanut 5/5 tähteä

Elena was friendly and professional and…

Elena was friendly and professional and talked us through the various options available. The paperwork to comply with the money laundering was tiresome and frustrating but Elena was helpful throughout.

22. helmikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you Colleen. We are an experienced team and always do our best to help you achieve your objectives and steer you through the necessary “red tape”
Elena

Saanut 5/5 tähteä

Very informative call with Claire Taylor

Recently had a very informative conversation with Claire Taylor regarding a couple of Private Pensions plans I have in England - I currently reside in the US.
Claire was very courteous and pleasant to talk to and I would have no problems working with her again in the future.

4. maaliskuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

It was a pleasure assisting you and I’m glad to hear you found our conversation beneficial.
Feel free to reach out if you need anything else and I’ll be happy to help.

Many thanks,
Claire

Saanut 5/5 tähteä

We have dealt with Paul Griffiths from…

We have dealt with Paul Griffiths from day one of our involvement with Alexander Peter Wealth Management. He has come good on everything he said he would do. The Pru were a bit slow setting everything up for our bond but his reassurance throughout put our minds at ease and now, every six months we expect a review of our investment further boosting our confidence that we have made a wise choice

7. maaliskuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you Chris and Rafe, always a pleasure welcoming new clients, I want to give Georgie a special mention who is an integral part of the team ensuring the administration that sits behind all of this is spot on. We look forward to a long and prosperous relationship.
Paul

Saanut 5/5 tähteä

I have transferred my investments to Peter Alexander Wealth Management

I have transferred my investments to this company following detailed and comprehensive conversations with Paul Griffiths. His expertise and the essential help from Georgie Rothery made the transfer possible, even when there were issues with the original investment company. Like many people I was nervous about doing so at the start but the professionalism was apparent from the very beginning and I was given all the reassurance I needed. I would strongly recommend this company.

21. helmikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you for your custom Mark, it´s been a long road but we got there in the end and now you can look forward to enjoying your retirement knowing that you assets are being managed properly. Thanks again
Paul

Saanut 5/5 tähteä

Pension transfer to an International SIPP

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.

6. helmikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

John,
It’s been my pleasure helping you with this and I look forward to working with you. As always, don’t hesitate to reach out if you need me for anything.

Many thanks
Claire

Saanut 5/5 tähteä

I can recommend Paul Griffiths

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

26. tammikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you very much Ariane, been a pleasure thus far and I look forward to a long and prosperous relationship.
Paul

Saanut 5/5 tähteä

I found Ms Elena Ryan to be most…

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.

31. tammikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you John. I’m glad that I’ve been able to provide a solution and the support you were looking for.
Elena

Saanut 5/5 tähteä

Claire Taylor experienced results

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!

30. tammikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you so much for your kind words. It was a pleasure to chat yesterday and I’m glad to have been able to help.

Give me a shout at any point if you have any further questions.
Claire

Saanut 5/5 tähteä

Investing in Social Housing

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

13. lokakuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Nick,

Thank you for taking the time to leave me a positive review.

As you know, I do believe that for those looking to produce a secure income, it doesn’t get much better than investing into Social Housing.

Speak soon
John

Saanut 5/5 tähteä

Clear & practical professional advice

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!

4. tammikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you Emma, it was a long road but we finally got there and now we can look forward to a more simpler future together.
Paul & Georgie

Saanut 5/5 tähteä

Good Courteous Wealth Management Advice

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.

23. tammikuuta 2024
Oma-aloitteinen arvostelu
Saanut 4/5 tähteä

Assurance vie

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.

20. tammikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Julia,

Thanks for taking the time to write a review for me.
I am sorry, I could not help you this time, but I am always available if you need any advice in the future.
John

Saanut 5/5 tähteä

Thanks for the good and honest advice!

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!

18. tammikuuta 2024
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Malte
It was a pleasure meeting you and it is good to hear you found the meeting of benefit to you, I pride myself on giving advice with honesty and integrity and in a black and white manner and very pleased you saw this from our meeting.
Colin

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