The Alexander Beard Group of Companies, established in 1987, are an international financial services organisation headquartered on the outskirts of Ellesmere Port, Cheshire with additional offices in Leeds and London. The Alexander Beard Group are separate operating Companies all carrying their own regulatory permissions namely: Financial Planning and Investment Management, Expat and Emigration, International Employee Benefits and International Schools and Aid Agencies. The company currently employs 46 staff with the plan to continue in their expansion.
Current Opportunities -
Other Opportunities -
Alexander Beard USA:
UK or South African qualified Financial Planners: New York, Florida, California
We would be interested in talking to any UK or South African qualified financial planners currently based in the USA who are seeking a long term career opportunity.
Est in 1987, Alexander Beard Group is a multi-disciplinary group involved in wealth management, pension's administration, financial planning and international employee benefits, with locally authorised and regulated offices in the UK with offices in the United Kingdom, United States, Australia, South Africa France and Holland.
Alexander Beard USA are looking for financial planners to offer our USA / UK; USA/SA cross border service proposition. This is primarily aimed at British and South African expats living in the US. We offer a full suite of FATCA compliant investment, pension and protection tools to our advisers who can advise on US domestic financial products and the assets clients leave behind in their country of origin.
We are a fee based organisation with an excellent reputation in the market. Alexander Beard is the only company who offer a full range of financial products for advisers to use. We are not ‘QROPS’ pushers like many of our competitors who operate in the United States.
Our remuneration package is very competitive with a guaranteed contractual partnership opportunity.
For further information please contact Paul Beard: Founder and Executive Chairman on firstname.lastname@example.org or call + 44 151 346 5460.
Small Financial Planning business sought for acquisition
Established in 1987, Alexander Beard Group have 3 UK offices and 5 well established international businesses.
We are seeking to acquire a small fee based financial planning business in either Hong Kong, Singapore or Kuala Lumpur.
Our business model is to have jointly owned, authorised and regulated offices in each jurisdiction in which we are represented; our investment advice model is to offer fee based, total costs disclosure advice.
In line with the market and regulatory forces in Europe, Australasia and the USA we no longer sell commission based, insurance wrapped funds.
Our alternative to build long term value rather than short term commission hunting, through an online, open architecture investment platform(powered by Moventum) containing a range of risk rated portfolios with 24/7 online valuations.
Many of these have total annual costs (including our charge) of no larger than 1.5% and initial fees of maximum 3%.
We also offer wider opportunities through the ability to market ABG’s proprietary TCN International Retirement Plan, international employee benefit services and comprehensive cross border financial planning for British, Australasian, South African and American expatriate and globally mobile workers.
If you own a small well managed and appropriately regulated practice in any of the three countries mentioned and would like to sell an initial 50% of your business with a guaranteed buy out after 3 years (or beyond) then please contact me on email@example.com
For more information about career opportunities within the Alexander Beard Group worldwide please email your CV and area of interest/experience to the Chairman's assistant: firstname.lastname@example.org