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.

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

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

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.

Tracy has experience as both an advisor and business owner

Matt has 18 years’ experience as a Financial Adviser in the UK and overseas.

Nicola manages the diaries of our Financial Advisers

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

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.

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

Originally qualified under the Chartered Institute of Banking, Jeff has attained the CISI Level 4 in Investment Advice.

Ravi focuses on Overseas Indian Clients, advising them in financial investments across the Globe, including the UK.

Paula completed a management diploma course to eventually become the office manager.

Christian began his career in the UK insurance industry and gained wider experience in Australia, Switzerland and Spain.

Sydney commenced her professional journey in 2020 within administrative financial services

Neil is a UK level 4 qualified adviser and is a member of the Chartered Insurance Institute.

Daniel has been in the financial Services industry for over 15 years and has lived and worked in the UK, Malta, Spain, Italy, Cape Verde and the USA.

Simon specializes in holistic financial and retirement planning advice for residents in the United States and for US nationals living outside the United States.