Alexander Peter Wealth Management Arvostelua 

349
•
TrustScore 5/5 tähteä

4,9

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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

Reactive and knowledgeable

After various research on Internet I decided to go with APWM to deal with my UK pension transfer to France. I have not been disappointed at all. India Lambourne is extremely reactive and a pleasure to deal with. Paul Griffith my financial adviser is very clear and articulate in his explanations and he provides very sound advices. I value the comfort of having someone knowing the tax impact in UK and in France. I do recommend APWM.

5. toukokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you Bruno, for your taking your time to review our service. We really appreciate your kind comments and look forward to continuing to work with you.

Regards
Paul and India

Saanut 5/5 tähteä

Highly Recommended

We recently moved to France and have been very impressed by the way that APWM has dealt with our pension transfer. Paul Griffiths and his colleague India Lambourne have been a pleasure to deal with. I am especially grateful for the care Paul has taken to explain each step. I value his experience and am confident that he is acting in my best interests. India has followed up with the admin side of things very efficiently and both have made what at the outset seemed a really daunting task very straightforward.

1. syyskuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you Olivia, these things are never quick and can be very daunting therefore, we are very pleased that you are happy with the advice and service levels provided by both of us. We can now look forward to a long and healthy relationship. Thank you again.
Paul & India

Saanut 5/5 tähteä

Great team and super helpful

Amazing service and support from the team to help consolidate a number of UK pensions into a single SIPP that I can manage from abroad. India Lambourne and Matt Gould were an awesome team, a pleasure to work with - and very patient too! Highly recommend - a well earned 5 stars from me!

1. elokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Simon,
Thank you for taking your time to review our service, your feedback is really appreciated. We are glad you are happy with the advice provided, please do not hesitate to contact us if you have any further questions.
Kind regards,

Matt and India

Saanut 5/5 tähteä

Excellent Service - Thank you

James Lavender and Georgie Rothery are an amazing duo. James carefully and in detail describes all the options, the benefits, and the potential pitfalls. Georgie is persistent and patient with difficult UK pension providers to support every transaction with detailed information. I highly recommend Alexander Peter Wealth Management and especially for the help and support I have received from James and Georgie in finalizing and consolidating my multiple stranded UK personal pensions. Thank you both!

25. heinäkuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Dear Mark

Thank you for your review. We appreciate you taking time out to write such kind words for us both and it has been a pleasure in assisting you.

We look forward to a long and healthy relationship.

Kind Regards
James & Georgie

Saanut 5/5 tähteä

Robin Norton: extremely helpful advice on UK pensions for US residents

Robin Norton was extremely helpful to work with. Personable, knowledgeable, and detailed in his approach and deliverables. He helped my wife and I navigate situations that were signficantly more complex than we first imagined, especially given we had defined contribution, defined benefit, and retirement annuity accounts, and no UK bank account or other UK presence. He was patient in helping us understand the various options that were available to us and the known costs and benefits to each, allowing us to make our own decision and not feel "sold to" at any point. I'm also grateful to Robin for highlighting a number of tax and social security considerations that we were not previously aware of - so while not offering tax advice (appropriately) it made us aware of where we might benefit from a professional tax adviser. So the process and content was excellent, but above all Robin was most affable and agreeable to work with.

14. heinäkuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Dear Malcolm,

Thank you very much for taking the time to write your very kind comments. I am delighted you have found our discussions helpful. It has been a pleasure to work with you.

Best regards
Robin

Saanut 5/5 tähteä

Pleasure to deal with

Pleasure to deal with. Very conscious of my demands, efficient and responsive

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

Vastaus yritykseltä Alexander Peter Wealth Management

Peter, thanks so much for the kind review, I appreciate it.

Regards John

Saanut 5/5 tähteä

Peace of mind is invaluable

We initially approached Alexander Peter WM to see how best we could use our savings to give us peace of mind. We met John Parsons and how lucky were we. John was so patient and considerate to us, he explained everything in simple terms and always had an option we had not thought about. I can honestly say it was the best call I ever made. Thank you John

11. heinäkuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Dear Evelyn,

Thank you so much for the kind review. It was a pleasure talking with you and I am glad you found my advice useful.

Regards John

Saanut 5/5 tähteä

Professional. Helpful. Gets things done.

I had the pleasure of working with Mark Drury in order to get my UK pensions transferred to Canada. Not and easy task, thanks to the (probably quite appropriate) administrative and security regulations associated with such transfers. Throughout the process, Mark was quick to respond and act on everything that needed responding to and acting upon, and always very helpful.

28. kesäkuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you for your kind words, it has been a pleasure working with you, and I am glad we could help. I look forward to working with you in the future.

Mark

Saanut 5/5 tähteä

I spoke to John Parsons who works in…

I spoke to John Parsons who works in Investment Management, the advice I received and the guidance was very helpful and pointed me in the right direction. Thank you John for all your knowledge and your quick response to what I needed.

12. kesäkuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Hi Sharon,

It was pleasure to discuss your needs with you. I do hope you find some benefit in the advice I gave.

John

Saanut 5/5 tähteä

Paul Griffiths is amazing!

I highly recommend Paul Griffiths from Alexander Peter. He is all a financial planner should be: good listener, patient, honest, kind and respectful.

Also, he is very sharp and provides unbiased advice. I have a complex financial situation due to having worked and lived in several countries. He was able to simplify and provide a couple of scenarios and best options available for me.

He did not even charge me for our first two full hour consultations. And I never felt rushed or pressured to make a decision.

You can sense that he takes a lot of pride in his work and cares about providing his clients with excellent advice (fitted to your needs), first of all. Also, he was very clear and upfront about costs of the different options.

Overall customer service was superb. Nicola Brady coordinated all meetings and the exchange of information very proactively and efficiently and kept me informed at all times.

If you are looking for a trusted, excellent financial planner and investment adviser: he is your guy!

12. kesäkuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you very much Inma, it's been a pleasure to help and provide the right advice for your needs and we look forward to a long and healthy relationship.

Paul & Nicola

Saanut 5/5 tähteä

Excellent service

Knowledgeable and professional. I would highly recommend John.

31. toukokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thanks very much for the kind review Jenny.
Regards
John

Saanut 5/5 tähteä

No complaints, my experience was seamless.

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.

14. huhtikuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you for giving us the opportunity to work together and for your review. Your excellent feedback is really appreciated and we’re glad you have been pleased with the advice.

Kind regards
James and India

Saanut 5/5 tähteä

Paul Griffiths and India Lambourne Wealth Management Advisory Services

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.

25. toukokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank Luc, it took a while and India has been fantastic in pushing this through to completion and we would like to thank you for your business.

Paul & India

Saanut 5/5 tähteä

Great service as usual from Elena Ryan

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.

12. huhtikuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you Jayne, I appreciate your review and trust and I look forward to our next meeting.
Elena

Saanut 5/5 tähteä

To my experience whom it may concern I would like to…

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

24. toukokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

David, it was a real pleasure to meet you.

If you do ever need our assistance in the future, it would be a pleasure to help you.

All the best,

John

Saanut 5/5 tähteä

Exceptional service

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.

23. toukokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Kevin,

Thanks for the kind words.

I am looking forward to building on the relationship over the coming years.

Regards
John

Saanut 5/5 tähteä

Having a good experience with a…

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

21. toukokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Thank you for your recommendation and for taking your time to review our service. Your comments are really appreciated and we look forward to continuing to work with you.
Kind regards,

James and India

Saanut 5/5 tähteä

John Parsons review

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.

10. toukokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Hi Russell,

Thanks so much for the very kind review.
I look forward to providing you with well thought out advice for the years to come.

Regards,
John

Saanut 5/5 tähteä

John Parsons as an advisor

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.

5. toukokuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Meeta,

It was a pleasure working with you and Nick and I look forward to building on our relationship as time goes on.
I very much appreciate you taking the time to leave me a review.
John

Saanut 5/5 tähteä

Thank you!!

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.

4. maaliskuuta 2023
Oma-aloitteinen arvostelu
Alexander Peter Wealth Management-logo

Vastaus yritykseltä Alexander Peter Wealth Management

Stephen,
Thank you for the lovely feedback. It is always a pleasure helping you achieve your financial goals.
Claire

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