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.
Aftab can advise on all types of pensions schemes from simple pensions switching to more complex final salary pension schemes.
With over 40 years of experience in the financial services industry in Australia, Brendan is a director of Alexander Peter Australia.
Claire is a UK level 4 financial adviser who holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII).
Dave assists UK expatriates residing in the United States who are struggling with both the UK and US regulatory, currency, estate & current tax complexities.
Elena is a financial adviser with 30 years’ experience, qualified with the Chartered Insurance Institute.
Georgie is a new member to Alexander Peter Wealth Management Administration team and has proved her administration skills.
India excels in giving accurate and honest support to her customers, making sure they feel safe and secure, and have every question answered.
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.
Originally qualified under the Chartered Institute of Banking, Jeff has attained the CISI Level 4 in Investment Advice.
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.
Matt is a UK level 4 qualified financial adviser who holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII).
Nicola is a Pension Administrator; she provides informative correspondence to all clients as the first point of contact from the administration team.
Nicole prides herself in maintaining Alexander Peter Wealth’s high standard of customer service and care for our clients.
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.
Paul is qualified to EU/UK level 4 standards with a Professional Diploma in Financial Advice (QFA) and the certificate of European Financial Advice.
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.
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.
Due to this experience, plus a lifelong interest in Equities and Bonds, Spencer has found this grounding the perfect training for assisting Expat clients with their Wealth Management needs.
Steven Klacar has over 15 years’ experience working in the financial services sector.