If you’re a fellow professional such as financial adviser, lawyer or accountant with a client that is overseas or is moving overseas we can provide specialist financial advice to enhance your service. Experts in every aspect of expatriation and repatriation, we can help you offer a fully integrated service to your clients.
Fully licenced in every territory we work in with offices in the UK, Europe, USA and Australia we are able to help your clients wherever they reside.
Since Brexit UK advisers are no longer able to assist those living in the EU. Being authorised not only in the UK but also in the EU we are able to assist by providing UK quality advice overseas.
Dealing with those resident in the US has always been a complicated affair. However because of our dual licencing with the Financial Conduct Authority (FCA) and Securities and Exchange Commission (SEC) we are able to assist those moving to the US or those moving from the US.
Australia represents the largest British population overseas, however a large percentage return to the UK. With licences in both the UK and Australia we can help those with UK assets moving to Australia or those returning to the UK.
We can help you provide your clients with an expert service tailored to their specific needs. We are able to assist with UK pensions and investments as well as transfers overseas, US retirement accounts such as 401k, IRA's, Australian Superannuation scheme and brokerage accounts as well as offshore investments.
An introduction to Alexander Peter will ensure your clients have access to the right pension advice. This will remove potential compliance risks, avoid potentially heavy penalties, and ensure your client doesn’t 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 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 the most appropriate and tailor-made solutions.