If you’re a fellow professional such as financial advisor, attorney or CPA with a client holding a UK pension, or other overseas assets we can provide specialist pension advice and financial advice to enhance your service. Knowledgeable and experienced in every aspect of pensions and international pension transfers, we can help you offer a fully integrated service to your clients.
We’re authorised to give advice in both the UK and several of our advisors are licenced in the USA. This gives us a deeper understanding of the whole pension transfer process and means we are ready to take care of everything from start to finish.
UK pension transfers can be complicated. Specialists in pension transfers, we can help you provide your clients with a skilful and professional service tailored to their specific pension needs.
An introduction to Alexander Peter will ensure your clients have access to the right pension advice. This removes potential compliance risks, avoids potentially heavy penalties, and we will work to implement a plan to help your client not face heavy tax charges by mishandling their assets.
Established in 2010, Alexander Peter Wealth Management provide specialist advice to British expats and international employees living around the world. We strive to provide tax-efficient and tax-compliant financial solutions to suit every client’s needs.
We are privately owned and totally independent. So, you can rest assured that we only ever recommend what we believe are the most appropriate and tailor-made solutions.