Why Alexander Peter | Alexander Peter Wealth Management Switzerland

How do I establish the quality of a financial adviser?

It is important to look for the following points.

Does my advisor have UK financial qualifications from a recognised body in the provision of retail financial advice. [the three main bodies who provide the qualifications for UK financial advice are: 1) the Chartered Insurance Institute (CII), 2) The Chartered Institute of Securities and Investment (CISI) 3) The London Institute of Banking and Finance (LIBF)

How much experience does my advisor have?

Has my advisor worked in the UK as well as overseas?
Are reviews available on Trustpilot or another independent customer review platform from their satisfied clients?

Are they transparent in the fees that you will have to pay or are there hidden commissions?

These are important questions to ask, as the quality of life in your retirement will depend on maximising the funds that you have.

At Alexander Peter we pride ourselves on being clear fair and not misleading and to treat our customers fairly both cornerstones of the FCA (UK Regulator).

We do this by being completely transparent in terms of our advice and fee structures.

Our advisors are all UK qualified with the above Bodies with many years of experience in both the UK and offshore. Once they fully understand your circumstances they will be able to offer you suitable advice based on their many years of experience.