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.
Lisa joined APWM as Pensions Administrator, building relationships with both clients and pension providers to ensure that accurate and complete information is provided to advisers quickly and efficiently.
Bianca focuses on her role as a personal assistant, business development manager, and maintaining an ongoing service to clients within wealth management.