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Alexander Peter Wealth Management
Who are we
About Alexander Peter
Why Alexander Peter
Values
Regulation
Meet the Team
Careers
Services
Moving to Australia
Moving to Europe
Moving to the United States
Already moved overseas
Returning to the UK
Professional Advisers
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Talk to an Advisor

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 Financial Conduct Authority (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.

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 are successful because we put your interest first.

We are totally Independent as we are privately owned.  This means that we recommend 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 work in the best interest of our clients.  Our advice is always clear, confirmed in reports written in plain English including all of the fees .

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Alexander Peter Wealth (UK) Ltd FRN 957797 is an appointed representative of LJ Financial Planning Limited FRN 429142 which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales company registration number 13419308. Registered office address, The Chislehurst Business Centre, 1 Bromley Lane, Chislehurst, Kent, England, BR7 6LH

The Financial Conduct Authority does not regulate tax or estate planning. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are unable resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

The information contained within this website is subject to the UK regulatory regime and is therefore aimed only at clients located in the UK.

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