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.
Bianca focuses on her role as a personal assistant, business development manager, and maintaining an ongoing service to clients within wealth management.
Bianka has excellent analytical skills and understanding of contract law as well as strong professional with a Doctor of Law.
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.
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.
Qualified under the Chartered Institute of Banking, Jeff is now upskilling his qualifications through the CISI.
Lisa joined APWM as Pensions Administrator, building relationships with both clients and pension providers to ensure that accurate and complete information is provided to advisers quickly and efficiently.
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.