Testimonials and Commendations

“This is a testimonial for Mr John Croasdale of Alexander Beard. About a year or so ago I asked John to look at my finances as I had lots of different professional bodies giving me advice on different services. John had a thorough look at my finances and needs and advised me to sort my pensions so they could be managed easily, this John did for me. John was so thorough and clear with his advice that when recently after my wife and I turned the big 50 we decided to sort our life policy out. After looking on the internet for ideas of prices and realising that the moment you search on the net and leave a phone number that you are going to be bombarded with calls to provide this service, I got a few quotes and then once again asked Johns advice, he once again was thorough and clear in every way and also came in with a better price for the same product. So in conclusion I would not hesitate to use John and his staff for all my financial needs as there customer service is second to none. Thank you John and all the staff at Alexander Beard.”

Colin from FERRY ELECTRICAL CONTACTORS Client of U.K. Financial Planning Division - 27.11.2014


“We have a number of visits from financial advisors during the year but I would have to say that Janet is by far the best informed and, unlike some, does not try to sell you something you neither want nor need so I would encourage you to speak to her.”

Mark Thomas Principal of The British School of Guangzhou - 11.09.2014


“I have found the service you give me excellent and  I have gone from not trusting any financial advisers,  to actively / confidently  promoting your services ( to anyone who will listen or has a need), as your advise has always been ‘spot on’ and has ‘been beneficial’ to me ultimately in every case.”

Barbara Gardner Sharp Client of U.K. Financial Planning Division - 14.05.2014


“Firstly thank you so much for the informative talk you gave at the beginning of last term at BIS Vietnam.  I learnt an awful lot and your down to earth knowledgeable method of delivery was excellent.  When my husband met you a few years ago your wisdom and all round knowledge was remembered well and much appreciated. You really do seem to have the edge when it comes to assisting teachers through the minefield of financial logistics.”

Mrs Belinda Smith Client of International Schools & Humanities Division - 15.01.2014


“I asked John Croasdale if he could look at my pension plans and consolidate these into one pension pot. John did this efficiently and to my complete satisfaction. I would like to thank John for the work he carried out on my behalf and would recommend his services and his company.”

S.Parkinson - D&S Parkinson Client of U.K. Financial Planning Division - 11.12.2013


“Thanks again for your service. We appreciate your straightforward answers and honesty, and look forward to working with you to insure financial security for our retirement.”

Catherine Wimpey Client of International Schools & Humanities Division - 17.08.2013


“I recently asked John Croasdale (Partner in our UK Financial Planning Division) to provide me with advice on personal pensions.  John took the time to research the current market for me and provide a proposal which suited what I was looking for.  He took a great deal of time and effort in meeting with me to ensure that everything was exactly right before I went ahead.  He amended the proposal to suit any changes that I required. John prepared an extremely thorough and professional report outlining the pension that he recommended to me which gave me great confidence in proceeding with it, and dealt with everything very quickly for me, taking the  time to answer any questions or queries that I had. I would like to thank John for all of his assistance and I would not hesitate to recommend his service to colleagues, family, friends and other contacts. Thanks again John”

Sarah Fox Client of U.K. Financial Planning Division - 18.07.2013


“Quite honestly, you all have the best customer service I have ever experienced in a financial institution!”

Marcella Lewis Client of International Schools & Humanities Division - 29.05.2013


“As a wife, mother and busy Business Development Executive at Peninsula Business Services, I wanted some additional Life and Critical illness assurance for myself and husband. I have known John at Alexander Beard for over 15 years, and he has always provided an excellent service to me and his clients. He has made the whole process easy; he researched the market place to find the best and cheapest premium, provided the cover with the minimum of delay and explained everything to us, so we fully understood the plan and the illness that were covered. I’ve worked in Financial Services and dealt with many Independent Financial Advisers, and can honestly say Alexander Beard catered for all of my needs in a nice, friendly and professional manner and now feel that my family and I are adequately protected. John took all the hassle and stress away and I didn’t have to worry about anything. I have no hesitation in recommending John Croadsale to contact my business connections, family and friends, confident John will do a great job for them. John thank you for the work you have done for me and continue to provide.”

Sarah Evans Client of U.K. Financial Planning Division - 21.12.2012


“I asked Mr John Croasdale of The Alexander Beard group to take a look at my retirement pensions that I had in place. John asked me to attend his offices which I did and to produce my copies of statements that I had received from my pension providers. He then gave me advice as to which way he thought I should be investing my pensions, and produced a 13 pages dossier on the best way for me to invest for the future. John was so thorough in his assessment that I took his advice and would recommend John and The Alexander Beard group to any of my friends, family and clients in the future.”

C J Hodson Client of U.K. Financial Planning Division - 22.09.2011