Financial Planning for Expatriates
affordable solution that meets your personal financial requirements and helps
you achieve your goals demands the attention of a seasoned professional.
Alexander Peter will help you set up a financial plan that can reduce your
current tax liabilities, protect your family financially and secure your
future. You may wish to plan for a child's education, the purchase of a dream
home, or for retirement income. You may also wish to protect your income
through life assurance, disability or critical illness plans. With access to
over 30,000 financial products, our advisers will always try to find solutions
that meet your changing needs throughout the many stages of life.
Our advanced and secure web technology allows every client to monitor the performance of their investments and view their current financial status on-line.
Our Featured Services
With our detailed
strategy we ensure that your wealth is managed in the most tax efficient way.
We can even ensure that the growth on a fund is virtually free of income and
capital gains tax.
We provide advice
on minimizing tax liability now and on death, whilst ensuring that assets pass
to your heirs efficiently.
We provide pension
reviews and advice for client with pensions whether they be frozen or invested
in a SIPP or drawdown plan.
Recognised Overseas Pension Schemes (QROPS). We can provide information on the
pros and cons of transferring to an overseas pension scheme.
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I have found the
handling and advice on my investment and pension portfolios first class. I
would have no hesitation in recommending Alexander Peter to potential clients.
I was getting very
confused about my pension options when I moved to
I have benefited from
Alexander Peter's wealth management service for some time now. The regular
reviews’ mean that we understand how our portfolio is aligned to our
strategic plan. We would highly recommend their services.
Hugh Greenwood ,
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