Client Charter | Alexander Peter Wealth Management USA

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Client Charter

We are committed to offering the highest possible standards of service

Our commitment to you

We recognise that both our clients and Alexander Peter Wealth Management have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.

We will:

Act in your best interests
Ascertain your personal and financial circumstances, needs, preferences and objectives before making a recommendation
Only recommend a course of action that we consider suitable for you
Not recommend a product if we can’t find one we consider suitable
Try to explain the risks and impact of the advice we give you in a way you will understand
Provide you with clear information about the products and services we offer, including fees and charges
Encourage you to ask if there’s something you don’t understand
Try to provide you with products that perform as we led you to expect
Give you access to a formal complaints procedure should you become unhappy with our service

How you can help us

To help us give you the most appropriate advice, we will ask you to:

Tell us as much as possible about your personal and financial circumstances, needs, preferences and objectives so that we can assess your situation and determine what advice we should give you
Let us know about changes in your personal and financial circumstances and your needs and objectives
Tell us before you act on our advice if you do not understand the risks and likely impact on your future
Let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand
Tell us if you do not understand what service you will get from us in the future
Tell us if you think there are ways we can improve our service

Take advantage of our no cost, no obligation service

We offer a no cost no obligation service to investigate your options and then provide a recommendation as to which one we feel is best for you and why. This will include leaving your pension with your current adviser.

If you would like to have an informal chat about your options please contact us and we will arrange for you to speak to one of our advisers.

Thank you

We will be in touch soon.

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