Client Service Director - Expat Division
Elizabeth joined Alexander Beard Group in 2018, having worked extensively in the financial services sector throughout her career. Elizabeth’s previous roles spanned responsibility for operations, compliance, sales, marketing, proposition development and complaints. Elizabeth has worked in partnership across the Banking, Building Society, Mortgage, Life and Pensions, General Insurance and Retail sectors.
Elizabeth holds an MBA including strategic planning, change management and international business and the Chartered Insurance Institute Advanced Diploma. Elizabeth has studied at the Wharton & Cranfield Universities & London Business School. Elizabeth previously held an approved person role for a major Life and Pensions firm, and worked as a Business consultant to regulated firms, providing her with a wide and comprehensive understanding of the requirements for regulated companies. Elizabeth has worked on international projects and was the founding chairman of the Life Insurance Institute in Liverpool.
Elizabeth personally advised her first clients in the late 80’s on their business and personal insurance needs and then progressed to being responsible for over 400 sales advisers in the building society sector. Elizabeth has been involved in the launch of many new products including long term care and Equity Release.
We are the chosen partner to advise Expat’s for several firms, where Elizabeth’s understanding of strategic partnerships, and the need to align ourselves with our partners’ values and objectives provides the perfect foundations to achieve timely, cost effective outcomes for them and their clients.