Alexander Peter Wealth Management Reviews

I was a little concerned at first as I had no knowledge of this company but after a couple of lengthy phone conversations with David Wattles I felt much more reassured. David offered very sound advice and after a lot of paperwork (very well organized by Zoe) I managed to release some funds from my UK private pensions to my bank here in the US.
Naturally it remains to be seen how the remainder of the funds perform over time but I am quietly confident they are in good hands.

I was sceptical about giving all my information to a 3rd party company and I was being charged high rates for my UK pensions, which I could not get any advice on as I was not UK tax domicile. I found APWM very good at communication. I had a private email from the owner advising me about the company and security measures in place and I had many calls/emails from other staff and the end result was as promised, all pensions combined in to one account, which has already increased in value and my excellent US manager (Dave) has helped me through every stage of the process, which Is now online so I can track everything easily. The charges for all of this, seemed very fair for all the work that was involved. Thank you.

As a UK expat living in the USA, Alex and Nicole we a so very helpful in advising me how to transfer my pension into a SIPP. From start to finish they were so very helpful. I have a far better understanding of what I have now and how to combine my pensions and investments in sensible way. Thanks !

even though they could not help me with my transfer (not there fault) Dave did give me excellent advice he pointed out a option which I was totally unaware of and hopefully will bear fruit for me very shortly , the team were very professional in the way they worked on my case and I am glad I saw them on face book , thanks Dave and Zoe
Terence Dixon

I am grateful for the professional, helpful and sound advice that I received from this company. Their work is thorough and fast, communication transparent and polite, and I feel comfortable with the final recommendation. Thank you!

Dave was very helpful, informative and very knowledgeable . We would highly recommend Dave Wattles to provide assists to clients who are interested in transferring their U.K. pension.

These guys know their stuff when it comes to UK pensions and ex pats! Professional, knowledgeable, great communication and commitment for the long haul are qualities that I experienced and continue to experience in my relationship with them. A huge shout out to my trusted advisor Dave Wattles and his administration guru Zoe Addison for their commitment and perseverance throughout the process of transferring my pension.

Very good at keeping in touch in the beginning when they are courting your trust and confidence but there is no long-term substance to their advice or support. They consistently fail to oversee investments when it is clear changes need to be made and routinely fail to answer emails. Alex Stojkovic is not even registered in the UK as a financial adviser. Avoid this company, do not put your faith in this man!

Alexander Peter Wealth Management are a committed, professional and trusting company. Dave Wattles and Zoe Addison handled my pension move confidently, with great empathy and also so knowledgeable. It went so smooth it was stress free and quick. Would thoroughly recommend this great team....

Moved from the UK to the states and needed advise on what to do with my UK pension David Wattles was fantastic in explaining how I was currently invested and provided diligent advice matching my risk profile.

Service is transparent, clear and practical.

Thank you

If I try to view your website, the following appears-

This Domain Name Has Expired

Bitter experience. Cold call followed up by promises, followed up by a need to provide paperwork. Near Zero effort in reading or responding to emails.

I would not recommend.
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From: Zoe Addison
Sent: May 2, 2019 11:28 AM
To: Yves Le Goff Prew, Matthew
Cc: Nicola Hall
Subject: RE: FW: [EXT] Alexander Peter Wealth Management - Jean-Yves Le Goff



Dear Matthew,



Please can you provide the following information:

*A current fund value – Answer: The current value (as of May 1st) is Answer: $(xxx.xx)
* What policy charges are currently being deducted from the plan? Answer: There are no fees being deducted directly from the account.
* Details of his current investment portfolio – The RRSP account currently holds 100% - Symmetry Equity Portfolio Class – PW (MFC 6146 FEL)



Yves Le Goff
Attachments
Thu, 2 May, 18:47
to Matthew, Zoe, Nicola

Thanks much Matthew

Let's see if Zoe or Nicola respond.

2 Attachments

Yves Le Goff
Wed, 8 May, 18:49 (8 days ago)
to Nicola

Why the dead air?


Yves Le Goff
Thu, 9 May, 12:45 (7 days ago)
to enquiries, Nicola

Adding enquiries in the absence of responses

Thanks for the speedy and efficient service in helping me transfer pension money to Australia. All done in three weeks and that's over the Christmas / New Year period as well. Well done and much appreciated.

Decent treatment and very little friction

Having come across APWM online I was initially somewhat sceptical about trusting them with the whole of my UK pension savings. However that scepticism proved to be unwarranted and APWM have helped me with the transfers of my funds into a SIPP.
I would certainly recommend them to anyone.

Couldn't be happier with the service from this Company. Se were always kept informed and the communications were excellent.

Alexander Peter Wealth Management has been open, honest and helpful. They advised and guided me through the complex process of transferring UK pensions offshore.

Great experience from initial contact to now.
Dave Wattles is very thorough.

As a new client I can
Only say that my wife and I find the services of Elena Ryan our representative of your company satisfactory in every way.and I see no reason why it should not continue.

Good communications supporting sound advice.

Very professional right from the word go... considering they took there commission more or less straight away, nearly 2 years down the line they 're still very helpful. Wouldn't hesitate in recommending them at all.

Managed to get my uk pension fund transferred into a sipp to give me a far more flexible way of using it in the USA

Great service

We have always received good advice and good follow-up service from Elena Ryan. We are happy to continue to have Elena as our Financial Consultant, Micheal Egan / Brian Maddox.

I must praise this company for their services and how they sorted out some problems along the way created NOT by them but from Third Parties regarding Proofs of ID and Residence out of the Uk etc.

I happily recommend them to any UK Expats who have old Pension Funds in the UK.

Special thanks to Rob, Zoe and Elena.