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.
Dave assists UK expatriates residing in the United States who are struggling with both the UK and US regulatory, currency, estate & current tax complexities.
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.
India excels in giving accurate and honest support to her customers, making sure they feel safe and secure, and have every question answered.
Nicole prides herself in maintaining Alexander Peter Wealth’s high standard of customer service and care for our clients.
Robin has focused on issues faced by British expats through personal experience of them in the US and also those faced by his dual-national son who lives in the UK.
Georgie is a new member to Alexander Peter Wealth Management Administration team and has proved her administration skills.
Nicola is a Pension Administrator; she provides informative correspondence to all clients as the first point of contact from the administration team.