Alex splits his time between Europe and the US and focuses his advice on US resident clients where he is licensed to provide investment advice via the SEC.

John’s experience in dealing with all types of pension schemes both large and small, place him in the ideal position of offering you impartial advice based on what is the most suitable option for you.

Nicole prides herself in maintaining Alexander Peter Wealth’s high standard of customer service and care for our clients.

Paul is qualified to EU/UK level 4 standards with a Professional Diploma in Financial Advice (QFA) and the certificate of European Financial Advice.

Dave assists UK expatriates residing in the United States who are struggling with both the UK and US regulatory, currency, estate & current tax complexities.

Lisa was nominated as a Top 100 Financial Advisor in 2020 and was listed as number 9 in North America.

Mark started practicing in 2018. His focus is serving the British ex-patriot community, where his experience and skill set make me him an ideal fit for his clients.

Elena is a financial adviser with 30 years’ experience, qualified with the Chartered Insurance Institute.

As a former Broker in The City of London James has experience in dealing with high net worth clients and understands the importance of bespoke advice.

Ryan is UK, level 5 qualified, with the Chartered Banking Institute and has worked in Financial planning for over 30 years offering holistic financial advice.

Emeka is a seasoned financial services professional with over a decade of experience in the industry.

Nicola is a Pension Administrator; she provides informative correspondence to all clients as the first point of contact from the administration team.

Tracy has experience as both an advisor and business owner

Matt is a UK level 4 qualified financial adviser who holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII).

Nicola manages the diaries of our Financial Advisers

Claire is a UK level 4 financial adviser who holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII).

India excels in giving accurate and honest support to her customers, making sure they feel safe and secure, and have every question answered.

Robin has focused on issues faced by British expats through personal experience of them in the US and also those faced by his dual-national son who lives in the UK.

Nimisha is a client relationship manager and her role involves working with British Expats globally to help them set up their financial plans for the future.

With over 30 years of experience in offshore financial services, gained from working in the MiddleEast, Asia and Europe.

Georgie is a new member to Alexander Peter Wealth Management Administration team and has proved her administration skills.

Tyrone is a fully qualified Financial Adviser and holds a Diploma in Regulated Financial Planning.

Claire has been working in financial services since 2000.

Gerald is very well qualified as he is both a UK Chartered and a Certified Financial Planner.