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Who we are
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Why Alexander Peter
Our Values
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Professional Advisers
Meet the Team
Careers
Charity Incentive
UK Expats in the US
UK Expat Advice Hub
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US Expats Abroad
Americans Abroad Hub
US Retirement Review
401(k) & IRA Abroad
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What is a Fixed Index Annuity?
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Our Values

This is an important question to consider when choosing an adviser

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.

Many of our advisors are UK qualified with many years of experience in both the UK and offshore.

We actively encourage our advisers to continue their profession education and development by the passing of External Qualifications.  This has lead to the company having a number of advisers who are qualified as Pension Transfer Specialists.

We never forget it is your money and your future we are looking after.  We believe we are successful because we put your interest first.

We are totally Independent as we are privately owned.  This means that we strive to recommend what we believe is the most appropriate and tailor-made solutions from the open market as we are not tied to any one company.

At the heart of our business are our Ethics which means that we strive to work in the best interest of our clients.  We believe our advice is always clear, confirmed in reports written in plain English including all of the fees .

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Alexander Peter US LLC is a marketing name used in the United States and its advisors offers investment and financial advisory services through Amerity Wealth Management, LLC (AMW), a registered investment adviser with the Securities and Exchange Commission (SEC). SEC number: 801-127745, CRD number: 322265. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses Amerity Wealth Management, LLC.

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