Alexander Peter Wealth Management
 

Has anybody dealt with this company? Any constructive feedback? Thanks.

Re: Alexander Peter Wealth Management
 

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/

Re: Alexander Peter Wealth Management
 

OK thanks....was not expecting it to go worldwide!

Re: Alexander Peter Wealth Management
 

: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:

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.

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?

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.

Re: Alexander Peter Wealth Management
 

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.