Our Independent Financial Adviser Team in Mallorca

Alexander Peter Wealth Management provide specialist independent financial advice to British Expats living around the world. We provide tax efficient and tax compliant solutions for those living within the EU with specific solutions for Spain.

 

We are Independent Financial Advisers and therefore not owned by any bank or other financial institution which means we always act in the best interests of our clients and not shareholders or insurance companies. All advisers within the firm are UK qualified and have many years’ experience in both UK financial services dealing with Individual Clients all the way to FTSE 100 companies and of course in dealing with British Expatriates.

Our specialities are wealth creation, wealth management, pension and retirement planning for Expats and tailored advice for Yacht Crew. Click on our services in the link at the top of the page.

 


Mallorca Team

Sandy Paterson DipFA, CeMAP

Independent Financial Adviser – Mallorca

Following a successful career advising his client’s in the UK since joining the profession in 1995, Sandy decided to make the move into the world of financial advice for Expats in the Balearics.

He has long believed that dependable, professional and well-regulated financial advice should be available to Expats in the same way as it is to UK Residents. Something which has been sadly lacking in Spain in recent years.

He has come to Alexander Peter Wealth Management – Mallorca to bring his own style of thorough, client focussed and qualified Independent Financial Advice to the Expat community of the Balearics, the same ethical approach shared by all in the firm.

Sandy holds the Advanced Diploma in Financial Advice (DipFA) and the Certificate in Mortgage Advice and Practice (CeMAP) which are the required professional qualifications needed to be an Independent Financial Adviser in the UK and is highly experienced in all aspects of Financial Advice.

…as Sandy would say: “Expect more from your Financial Adviser”.

To contact Sandy directly click here.

 


Lesley Higdon

Practice Manager – Mallorca

Despite being authorised to give Independent Financial Advice in her own right Lesley prefers to act in a supporting role. You will however, find her attending every client meeting with Sandy as she feels it is important to build long-term, professional relationships with people.

She has spent the last six years looking after the clients of a Financial Adviser Practice in the UK and running the Practice. She brings with her a lifetime of customer support experience. This means she is uniquely placed to ensure that the clients of Alexander Peter Wealth Management – Mallorca receive a friendly, smooth and efficient service.

Lesley is studying for the Certificate in Mortgage Advice and Practice (CeMAP) and has passed the first stage of this. She attends all relevant financial training events in order to keep up with the ever changing rules and is always looking for an opportunity to help clients.

For those of you who would prefer to see a female Financial Adviser, you know where to call.

…as Lesley would say: “There is no second chance to make a first impression”.

To contact Lesley directly click here.

 


Regulation & Licensing

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, who are in partnership with some of the worlds leading product providers and Alexander Peter Wealth Managment have access to an extensive range of solutions for clients. Please click on the regulation links for futher information:

http://trafalgar-international.com/trafalgar-eu-weblink

We have advisers that cover all parts of Europe and are willing to help and discuss your financial plans and needs and provide tax, savings and investment solutions through our partners:

http://trafalgar-international.com/trafalgar-regulation

 

 

 

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