As fiduciaries, we are required to act in the best interests of our clients and not place our own interests first. We always choose appropriate investments for your risk profile in order to achieve your required investment return. We will provide regular portfolio reviews to ensure that it aligns with your goals, to keep things on track.
We take the time to get to know you and understand your ambitions, and create unique wealth solutions for every stage of your life. We like to build up a good relationship with each of our clients, where we know them and they know us and trust our approach. We are totally independent as we are privately owned which means we recommend the most appropriate and tailor-made solutions from the open market as we are not tied to any one company.
We take the time to get to know you and understand your ambitions, and create unique wealth solutions for every stage of your life. We like to build up a good relationship with each of our clients, where we know them and they know us and trust our approach. We are totally independent as we are privately owned which means we recommend the most appropriate and tailor-made solutions from the open market as we are not tied to any one company.
Services
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.
The Directors of Alexander Peter Wealth Management have had many years experience in the provision of advice. As such we are steeped in the principles of the UK regulator, the FCA. The two most important of which are to be clear fair and not misleading and to treat our customers fairly. Our advisors are all UK qualified with many years of experience in both the UK and offshore.
Established in 2010, Alexander Peter Wealth Management provide specialist advice to British expats and international employees living around the world. We provide tax efficient and tax compliant solutions for those that have decided to leave the UK and have found a new home overseas. As fiduciaries, we are required to act in the best interests of our clients and not place our own interests ahead of our clients.
Does my advisor have UK financial qualifications from a recognised body in the provision of retail financial advice. Are reviews available on Trustpilot or another independent customer review platform from their satisfied clients?. Are they transparent in the fees that you will have to pay or are there hidden commissions?.
Alexander Peter are a global business providing cross boarder advice to the international community. As independent advisers we provide clear and transparent, unbiased solutions. Our advisers are UK qualified and individually licenced to provide financial and insurance advice as well as provide wealth management and portfolio management.
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