Values | Alexander Peter Wealth Management USA

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 .

Our Values

This is an important question to consider when choosing an adviser