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Alexander Peter Wealth Management

Alexander Peter Wealth Management

Old Jul 23rd 2019, 3:36 pm
  #1  
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Default Alexander Peter Wealth Management

Has anybody dealt with this company? Any constructive feedback? Thanks.
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Old Jul 23rd 2019, 5:02 pm
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Default Re: Alexander Peter Wealth Management

Originally Posted by spainrico View Post
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/

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Old Jul 23rd 2019, 5:07 pm
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Default Re: Alexander Peter Wealth Management

OK thanks....was not expecting it to go worldwide!
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Old Jul 23rd 2019, 5:11 pm
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Default Re: Alexander Peter Wealth Management

Originally Posted by spainrico View Post
OK thanks....was not expecting it to go worldwide!
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
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Old Jul 29th 2019, 1:35 pm
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Default 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.
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Old Aug 4th 2019, 7:23 am
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Default 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?
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Old Aug 4th 2019, 8:43 am
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Default 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.
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Old Aug 5th 2019, 3:46 pm
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Default Re: Alexander Peter Wealth Management

Originally Posted by Otto The Squid View Post
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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