British Expats

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-   -   Alexander Peter Wealth Management (https://britishexpats.com/forum/spain-75/alexander-peter-wealth-management-926656/)

spainrico Jul 23rd 2019 3:36 pm

Alexander Peter Wealth Management
 
Has anybody dealt with this company? Any constructive feedback? Thanks.

spouse of scouse Jul 23rd 2019 5:02 pm

Re: Alexander Peter Wealth Management
 

Originally Posted by spainrico (Post 12713855)
Has anybody dealt with this company? Any constructive feedback? Thanks.

This company was discussed in the Canada forum, don't know if it will be of any help but just in case https://britishexpats.com/forum/cana...mments-923257/


spainrico Jul 23rd 2019 5:07 pm

Re: Alexander Peter Wealth Management
 
OK thanks....was not expecting it to go worldwide!

spouse of scouse Jul 23rd 2019 5:11 pm

Re: Alexander Peter Wealth Management
 

Originally Posted by spainrico (Post 12713916)
OK thanks....was not expecting it to go worldwide!

:lol: I'm all over the place on BE. Alexander Peter Wealth Management has offices in many countries, even down here in Australia. Hope you can get some feedback from people who've used them :thumbup:

spainrico Jul 29th 2019 1:35 pm

Re: Alexander Peter Wealth Management
 
Thanks very interesting. I was inquiring on behalf of a friend based in Italy who contacted me as they have offices in Spain.

Otto The Squid Aug 4th 2019 7:23 am

Re: Alexander Peter Wealth Management
 
Looking at their website. Cannot see any reference to where or how they are regulated.

Red Flag here at the bottom of the page.

Alexander Peter Wealth Management provide Independent Financial Advice with a comprehensive range of services. Alexander Peter Wealth Management works in conjunction with fully regulated and authorised companies

What does that actually mean? Who is the regulated adviser?

spainrico Aug 4th 2019 8:43 am

Re: Alexander Peter Wealth Management
 
Yes good point.

Thanks to everyone who contributed - I have passed this onto my friend who has opted to take his business elsewhere.

wisdomseeker Aug 5th 2019 3:46 pm

Re: Alexander Peter Wealth Management
 

Originally Posted by Otto The Squid (Post 12718603)
Looking at their website. Cannot see any reference to where or how they are regulated.

Red Flag here at the bottom of the page.

Alexander Peter Wealth Management provide Independent Financial Advice with a comprehensive range of services. Alexander Peter Wealth Management works in conjunction with fully regulated and authorised companies

What does that actually mean? Who is the regulated adviser?

This probably means they are a "finder". You contact them with €100k to invest, they work with you to decide which fund you'd like to invest in, then they refer you to the fund, and get given a €2.5% finders fee (that ultimately comes out of your investment).

This is just a guess, but it's worth knowing. I'd be skeptical.


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