Our Company has grown both organically and through acquisition.
Below are some of the key dates in our history...
ABG launches Chilton Beard Limited, a Broker in the Lloyd's market.
Kate Parfitt joins ABG as Compliance and Client Services Manager.
Mike Shakespeare appointed Partner in Alexander Beard Wealth LLP.
Alexander Beard Wealth announces the closure of its Leeds branch, which is now incorporated with our new Honley office (McGowan's Associates).
ABG celebrates 30th Anniversary of it's founding in 1987.
ABG acquire the Yorkshire based IFA firm McGowan Associates Limited.
ABG moves its Australian office to Perth and Dave Stone is appointed as its new Australian Director.
ABG is proud to announce the launch of Alexander Beard (France) SAS, a French regulated wealth management and employee benefit business; a joint venture between French wealth management company KMH and Alexander Beard Group.
ABG’s Investment Director, Andrew Moore, launches our first range of in house advisory investment portfolios.
Andrew Moore joins ABG Board as Investment Director.
L&P Directors, Andrew Moore and Peter Smith, become Partners in Alexander Beard Wealth LLP’s new London office.
Alexander Beard Group completes the acquisition of Lepretre and Partners Ltd a city of London based wealth management and employee benefit advisery business.
Holly Potts joins our International Benefits business as Client Relationship Manager.
Max Bogaard joins ABG Board.
Alexander Beard International Employee Benefits Division completes merger with Bogaard Pensioen Consultancy B.V. of the Netherlands; New combined business will trade as Alexander Beard International Benefits B.V.
Mark James joins our Alexander Beard (USA) LLC as Principal Adviser - US/UK cross border services responsible for developing our business in Florida.
The Directors of ABG are sad to announce the death of Phil Rooney, Director of our international employee benefits division.
Anita Brennan appointed new Divisional Director - Operations & HR Division.
Paul Rowland, Group Compliance Officer since 2012 retires.
People In Aid, the London based international Charity and NGO organisation have endorsed ABG’s International Retirement Plan; ABG’s Schools & Humanities Division to be the exclusive provider of retirement services to internationally based employees of their worldwide membership.
Phil Rooney is appointed Divisional Director - International Employee Benefits Division.
ABG complete the acquisition of Brian Stone IFA, a Lancashire based practice.
Alexander Beard Group (South Africa) Pty Ltd. is authorised by the South African Financial Services Board (FSB).
Mike Shakespeare becomes an Associate at Alexander Beard's Chester branch and his Bebington based advisory business is merged into our UK Financial Planning Division.
ABG invited to present their International Retirement Savings Plan product to members of the Inside NGO Conference in Washington DC.
Frank Randall, former Head of International Sales at Aegon Global Pensions, is appointed to the ABG Board as a Non Executive Director.
Alexander Beard Group admitted to membership of the USA Council of Insurance agents and brokers (CIAB) Executive Chairman Paul Beard attends the CIAB Employee Benefit Leadership Forum in Colorado Springs.
Alexander Beard's Head Office relocates to its new 5000 square foot buildings at 14-16 Rossmore Business Park.
Alexander Beard (New Zealand) Limited opens for business. A joint venture owned 50% by Alexander Beard Group and 50% by Advice First one of New Zealand's premier firms of independent financial advisers. The business will be offering QROPS transfers for people emigrating to New Zealand, those who have already emigrated and have not yet taken their pensions from the UK as well as Trans-Tasman between Australia and New Zealand and a range of "back home" financial planning services for New Zealanders living overseas.
Mark Hutchinson joins ABG to head up Sports, Music & Entertainment Division, bringing with him a client base of over 60 professional premier league and football league players.
Acquired the international schools business of Junos Ltd., whose Directors Janet Jenkinson and Lesley Stevens join ABG International Schools Division as Marketing Director and Associate Director respectively.
Sees the launch of ABG's International Employee Benefits Division (IEBD) based at our Head Office in Chester. IEBD will specialise in advising upon, implementing and managing employee benefit packages for groups of UK and EU based employees who work for International companies.
Our Head Office relocates to new premises in Chester.
Alexander Beard (Australia) Pty. Ltd. Launched in Sydney following the granting of our Australian Financial Services Licence.
Granting of Regulatory Licence in America which launched our office in San Francisco and a range of services to British expats in the USA and American expats throughout the world.
Acquired Midian Investments with sole rights to market the International Schools Retirement Plan, exclusively recommended by the Council of International Schools to its 33,000 strong membership.
Independant Investment Services (IIS) of Birkenhead merge their business with ABG. IIS's founder, John Croasdale, rejoins ABG as Associate Director.
Acquired the client base of Bridgewater Life & Pensions Ltd of Manchester.
Acquired Stretton Life & Pensions, a Milton Keynes based IFA, opening our third office in the UK.
Second international office opened in Douglas, Isle of Man, providing a range of offshore services to UK and expatriate clients with particular emphasis on the use of Trust for Inheritance Tax Planning and Asset Protection.
Acquired Bankfield Financial Services, which was merged into our Leeds office. Principal Martin Shaw remains with the company.
Acquired the business of HN Financial Group, a Leeds-based IFA specialising in managing the affairs of professional sports people.
Acquired Norman K Ward & Partners, a Midlands-based IFA.
First overseas office in South East Asia opened in Kuala Lumpur.
Alexander Beard Group founded.