Business Details
Your Trusted Financial Partner for Wealth Management Solutions
Alexander Peter is a globally focused financial advisory firm specialising in pension planning, investment management, and wealth solutions. With a team of experienced UK pension advisors, we provide impartial guidance on transferring pensions, tax-advantaged investments, and expat financial planning. Our fiduciary responsibility ensures we act in clients' best interests, offering transparent fee structures and tailored solutions from the open market.Operating across three continents, we combine global expertise with a personal approach to help clients preserve and grow wealth. Our services cater to both UK residents and international clients, addressing complex financial challenges through regulated, ethical investment strategies.
Services
Retirement Planning
Pension Transfers
Tax-Advantaged Investments
Expat Investing
Ethical Investing
Highlights and features
- Experienced UK pension advisors with global regulatory expertise
- Transparent fee structures with no hidden charges
- Globally accessible services across three continents
- Independent advice from the open market with no product ties
- Client-focused approach combining personal service with technical excellence
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent financial advice
Proactive approach
High service standards
Transparent fee structures
Global expertise
Services
Pension Transfers
We specialise in UK pension transfers including SIPP and QROPS arrangements. Our experts analyse existing benefits to determine optimal transfer strategies while maintaining compliance with HMRC regulations. Services include currency risk management, lifetime allowance tax mitigation, and cross-border pension consolidation for expatriates. Our process ensures full transparency regarding fees and guarantees no hidden charges.
Tax-Advantaged Investments
Our tax-efficient investment solutions focus on deferral strategies and favourable withdrawal taxation. We help clients navigate international tax regimes while optimising inheritance planning. Services include structuring investments to minimise probate delays and maximising tax allowances in jurisdictions like France and Portugal. All recommendations prioritise capital preservation and long-term growth.
Expat Financial Planning
Tailored financial solutions for expatriates including offshore investment structuring and cross-border pension management. We address unique challenges faced by international clients through currency-hedged portfolios and jurisdiction-specific tax compliance. Services cover education fee planning, intergenerational wealth transfer, and income strategies for multiple residency scenarios.
Ethical Investing
We implement ESG (Environmental, Social, Governance) investment strategies aligned with client values. Our approach incorporates UN Sustainable Development Goals while maintaining financial performance standards. Services include positive/negative screening of investments and constructing portfolios focused on climate change mitigation, biodiversity protection, and corporate governance improvements.
Pension Reviews
Comprehensive analysis of existing pension provisions including fee structures, performance metrics, and risk alignment. We identify underperforming assets and excessive charges while ensuring investment strategies match evolving client objectives. Our reviews incorporate regulatory compliance checks and provide actionable recommendations for improvement.
People
Alex Stojkovic
Director
Alex specialises in US-resident client advisory with SEC licensing. He divides his time between Europe and the US, focusing on cross-border investment solutions while maintaining global compliance standards.
John Davidson
Director
John provides impartial pension advice with expertise in UK scheme regulations. He specialises in matching complex pension arrangements to individual client needs through comprehensive benefit analysis.
Paul Griffiths
Director of Europe
Paul holds EU/UK Level 4 financial qualifications including the Professional Diploma in Financial Advice. He focuses on European regulatory compliance and tailored investment solutions for UK expatriates.
Nicole Venturi
Operations Director
Nicole ensures high service standards across all client interactions. She manages operational excellence while maintaining the firm's commitment to transparent communication and client care.
Questions
What pension transfer options exist for UK residents?
We offer SIPP and QROPS solutions allowing currency flexibility, tax-efficient growth, and cross-border pension consolidation while maintaining HMRC compliance.
How can expatriates optimise UK pensions?
We help expats transfer pensions to QROPS arrangements, reduce lifetime allowance taxes, and structure investments in local currencies for better income stability.
What ethical investment options do you provide?
Our ESG strategies incorporate UN sustainability goals through positive/negative screening, focusing on environmental protection, social responsibility, and corporate governance.
Do you offer free pension reviews?
Yes, we provide comprehensive pension reviews analysing fees, performance, and risk alignment with no obligation, identifying improvement opportunities in existing arrangements.
How do you protect clients from pension scams?
We implement strict verification processes, educate clients on scam indicators, and only recommend FCA-regulated investments with transparent fee structures.
What services exist for lost pensions?
We assist in tracing lost pensions through official channels and evaluate transfer options to consolidate fragmented pension provisions into cohesive strategies.
