Alexander Peter Wealth Management Reviews

APWM was superb in establishing my investment account, complicated by my US residency. Following creation and initial allocation, they supported an effective initial disbursement that went very smoothly and continue to provide valued advice and guidance regarding the account and my options. Overall a great experience.

I first started to look into the whys and wherefores of moving my UK pension to a SIPP about 6 months ago. The issues was where to start and who to select to help me with this. Fortunately a good friend on mine was well ahead of me in that journey and recommended Alexander Peter and after doing my own due diligence I chose to go down the same path. 6 months on I’ve now got my portfolio moved and invested and have to say AP have been throughly professional and in my view impartial in helping me make decisions. I was sat on a decent guaranteed annuity and have made the switch to the SIPP and can say without their help this would have been nigh on impossible for me. Alex and Nicole have been great throughout! I’m not sure where the market will go as the future unfolds, if we knew that I would not be creating this review, but I do feel I’m in good hands.

Dave is very knowledgeable on UK pensions held in the UK by US citizens / residents. He has an open approach, helpful from the outset as a resource with advice while also analyzing where he can potentially add value. Highly recommended!

Dave Wattles was very knowledgeable about the UK private pension plan situation and options as an ex pat at each stage of maturity / age. No pressure to do anything, hugely informative and trust worthy - am seriously considering my options.

I moved to Spain 15 years ago , my pension provider could not offer me a draw down option , i began researching and found Alexander Peter wealth there were so many scary adverts about pension fraud i was very wary , however i must congratulate you for putting me at ease very professional in everyway , i have been with you for a year and received my first draw down fund on time in my bank , so if you read this hope it gives you peace of mind about joining Alexander Peter Wealth

I was struggling, as an expat Brit, to extract a pension fund form a UK company. The company and the UK government regulations made it totally impossible for me to comply with the litany of Catch 22 regulations required to get what was, after all, my money.
By chance I tripped over Alexander Peter on the web and made contact.
They came back to me immediately and understood exactly the challenge I was facing. This is, literally, what they do and, in a reasonable time frame, got the part of my funds I wanted out of the UK as well as setting up a new pension fund that I now control, without UK government interference.
Throughout the process Dave and his team were professional, responsive and, perhaps most importantly, supportive and encouraging.
I have no hesitation in recommending this company to anyone with similar challenges to the ones I faced.

Thank you for a great service. I took control of my pension as a QROP about 7 years ago. Alexander Peter Wealth Management has managed it. In particular I would like to thank Alex for his patience professionalism.
The service is prompt and comes with good guidance.

Excellent service .
Every email, every call was prompt and ant communication was brilliant . I spoke to John several times and he was very helpful. Explained everything very well.
Honesty that’s the key word . Would definitely recommend this company ..
Denise

About three years ago I discovered that I could take control of my pension scheme from an employer I had worked for long time ago while I was working in the UK. I have been living in Lebanon for a long time and somehow on line I managed to get hold of Alexander Peter Wealth Management.
I had contacted several similar companies but ended up having my pension moved into an SIIP through Alexander Peter Wealth Management.
I had no clue what to do but dealing with them was so professional, smooth, easy, practical and educational. Despite some difficulties at the beginning, my pension was finally transferred while everything was done via e mails or phone. I never met any of the staff in person. All was done from a distance while at home.
I want to thank all the team at Alexander Peter Wealth Management for their support over the last 3 years since they helped me move my pension. In particular I would like to thank Nicole Venturi for her assistance, patience and professionalism.

Walid El Khoury

Dave Wattles and Zoe Addison did a fantastic job navigating through the numerous obstacles in order for me to transfer an AVC fund that had been crystallized from a UK pension fund to the US.

They were professional, knowledgeable and efficient - once engaged, they did everything! I especially appreciated the timely updates and active communication.

Dave even provided a reference to an international tax expert who assisted me in establishing a no tax code on my UK pension distributions.

I cannot recommend Alexander Perter and especially Dave and Zoe more strongly.

As an Ex-Living in the US with various UK pensions, I was approached through Linkedin by Alex. I was initially a bit sceptical but after a face to face meeting in NY , i was very pleased not only by the options being offered but also by the lack of any hard sell by Alex. He offered to get my projections and then discuss with me what these meant and also outlined the risks involved.
The support was great and while for various reasons i did not choose to move at this time, i am sure i will at a later date and would absolutely work with Alex again to achieve this

Very difficult to get them to do anything fast, especially with a smallish fund value. What you all need to be aware of is that they told me they were government funded to help expats but when all came to all and the money was ready to collect, they send me a contractual letter saying they would take 5% of all transferring funds. To put this in perspective most honest professional companies take 0.5. - 1%. They people are leaches, ripping off our hard earned savings. Definitely skip past them and go with Somebody like Prudential or Scottish Widows, even Aviva.

How many staff changes can one company have!

Formerly had A SIPP in the UK but the provider advised me that no further wealth management would be provided as I was now a US domiciled tax payer.
Contacted APWM who explained the complex regulatory issues surrounding UK expats living in the USA and I subsequently transferred the UK SIPP into a SIPP fund now under the management of APWM, who are SEC registered and have the ability to manage and advise going forward.
Whereas before I had lost control of my invested assets in the UK, my control is restored thanks to APWM.
Alex makes a point of contacting me when he's in New York (several times a year) and we get the chance to sit down face to face, which makes an enormous positive difference.

When it came time to re assess my UK pensions and take control of a former employer scheme my UK financial advisor recommend I use APWM.
From the first call I had with Alex,I could see understand why that was the recommendation.Throughout the process of setting up the SIPP he was very clear on what needed to happen and how it would work.
During the transfer process itself I was assisted every step of the way by Nicole, who really made it pain free and super easy. I really had to do no more than submit the required forms at the correct time under her guidance.
making transfers of this nature can be quite daunting, especially in my case with combining various plans into one brand new one.
I cannot recommend Alex and Nicole highly enough. I have a great plan and full visibility to it daily if i choose.

My name is Jas Dhillon . I had been stuck in a situation regarding a pension split from a divorce settlement from Aviva insurance policy. I visited three Financial Institutions on my Main Street in London . Not one of them were able to give me any guidance let alone giving me any other options to collect my share . I made one phone call to “ Alexandre Peter Wealth Management” my representative Laura Johnson took charge like and never failed to deliver. Laura went above and beyond my expectations of getting anywhere with Aviva insurance . But let me tell you what amazing team of experienced officers are at Alexandre Peter Wealth Management who take your interest at heart and go that extra mile to get what’s rightfully yours from
any investment policies you hold .I truly am so thankful to Laura for achieving her goal and getting to the bottom of all this . I’ve only been waiting for this settlement for 35 yrs . Thank you Laura for being there for me . Jas . Dhillon .

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!

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.

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 !

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

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....

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.

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.

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.

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