From life insurance to mortgages, pensions to investment services, the Alexander Beard Group can provide you with a comprehensive package of services.
Life Insurance: We will advise you on and then arrange the most cost effective life insurance policy tailored to your individual requirements.
Mortgages: Our independent financial advisers use the latest technology, allowing us to quickly research the market and offering the mortgage best suited to your needs.
Pensions: For clients in Britain, America and Australia, our locally regulated offices are all authorised to implement the most suitable personal pension arrangements. For expatriate clients in other parts of the world we offer a range of alternative pension solutions allowing you to save for retirement in a tax efficient manner, enjoying the benefits whether or not you retire to your home country.
Investment Services: For British, American or Australian clients – at home or overseas – we can manage existing arrangements and advise on future investments taking into account your taxation liabilities and future potential residential circumstances. For expat clients in the rest of the world, we have tried and tested offshore investment solutions offering the most tax efficient arrangements. We also offer clear and unambiguous charges and planned programmes for such eventualities as house purchase, school fees and enhanced retirement income.
Expatriate clients should refer to our dedicated expatriates section.
Go to our contact us section to find the member of the Alexander Beard team you need to speak to.