At Alexander Peter, we take a personal, proactive approach to managing your wealth.
We like to build a deep and long-lasting relationship with each of our clients, and take the time to get to know you and understand your ambitions, which helps us provide bespoke financial solutions for every stage of your life.
The personal approach is key, and probably the primary reason we get excellent feedback from our clients.
We currently have more than 340 Trustpilot reviews, with an average score of 4.9 out of 5.
Hundreds of positive reviews indicate the excellent quality of service we offer to our clients, so here’s a selection of our favourite pieces of client feedback and what you can expect when working with us.
1. Excellent financial advice for UK and overseas retirement savings
We work with expat clients in the US, Canada, and Europe, among others. Many of our advisers are expats themselves and so understand the challenges and concerns you may have. They will give you first-class advice specific to your needs and the country you live in.
Many client reviews highlight the excellent support they’ve received, especially for retirement assets and pension transfers.
With our support, expats can manage and access their retirement savings easily, as these clients experienced:
“I live in the US and needed help with my UK company pension. Alexander Peter Wealth Management supported me with transferring my UK company pension into a SIPP, and I was extremely pleased with the experience from start to finish.”
“I have been in the US since 1998, and I have had a small sum of leftover UK pension money that I was unable to do anything with. I found Alexander Peter Wealth Management through an online search and decided to let them take the reins. They have secured my money into a well-recognised international fund, and they have been thorough and diligent and accessible throughout the process.”
“I would just like to thank Paul Griffiths and India Lambourne for all their help with my pension transfer. They were amazing. They made every step very easy for me and always responded to any questions promptly.”
2. Timely updates and prompt responses
When you engage Alexander Peter, you can expect exceptional personal service.
Because pension transfers can be complex and time-consuming, working with advisers who explain everything clearly and without confusing jargon ensures you understand what is happening and when.
Regular meetings and timely updates mean you can relax in the knowledge that everything is taken care of and progressing smoothly, as these clients testify:
“Daniel Leigh and Paula Morris guided me through the process with professionalism, clarity, and genuine care, giving me confidence every step of the way. Paula is excellent at arranging regular meetings, while Daniel provides thoughtful, expert advice, particularly on portfolio adjustments. I have also been very happy with the performance of my investment so far. What stood out most was Daniel’s ability to explain everything clearly and in straightforward terms. I am truly grateful to Daniel for his continued support and the outstanding personal service and guidance he provides.”
“I have been very pleased with Daniel’s breadth of knowledge and prompt responses to my many questions. He is always courteous and attentive to my needs. Paula has also been very helpful on the administration side, guiding me through the various processes that have to be followed.”
“Georgie Rothery and Paul Griffiths provided excellent support and clear explanations of the transfer process. Georgie was relentless in chasing my previous providers in order to ensure the transfer happened. With Georgie’s persistence […] three company pensions are now in one UK SIPP.”
“I have seldom, if ever, conversed with two people who have always done exactly what they said they would do in such a friendly, confident, and completely professional way.”
3. Here to help you grow your investments
Investments are a fundamental element of your long-term financial plan, enabling you to grow your wealth throughout your lifetime.
As such, we offer a free investment consultation for expats both in the UK and abroad, regardless of your level of investment. Whether you want to invest a lump sum, invest for income, plan ahead to cover education fees, or invest to leave a legacy to future generations, we’ll offer you bespoke advice and present all appropriate options according to your circumstances.
The following reviews show how valuable bespoke advice can be when building your investment portfolio:
“I sincerely recommend Alexander Peter Wealth Management, and in particular Mr Jeff White and Ms India Lambourne, to anyone seeking professional, reliable, and client-focused wealth management services. Their exemplary support has been instrumental in achieving an excellent outcome.”
“Although some of the processes involved in changing funds can take a long time, they are always on the ball and chase up where necessary. They have also recommended a varied fund portfolio that has performed relatively well, considering the current economic scenario. I am much happier with them than I was with my previous management company, which chose expensive pension product providers that yielded very little return. I would certainly recommend Alexander Peter to any expats in Spain looking for sound financial planning and reliable investment advice.”
“No nonsense, just commonsense and appropriate advice without any pressure to do anything that doesn’t match your risk profile.”
“Dealing with both Paul Griffiths and India Lambourne has been simply an incredible experience!!! Knowledgeable, professional, attentive, and both just really nice people to boot!! Investing my future in their hands has become a no-brainer. The help given to me has been second to none even when dealing with an incredibly drawn-out pension transfer process... looking forward to our future relationship and all the success that I trust they will bring to my portfolio!!!! 5*”
Share your feedback today
Thank you to everyone who has left us a review. You can share your feedback on Trustpilot – we’d love to know what you think.
Alternatively, if you’d like to learn more about how we could support you, please don’t hesitate to get in touch – we’d be delighted to answer your questions.
Email enquiries@alexanderpeter.com, book a call by completing our online form, or give us a call on +44 1733 916909.
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