Our story
Global expertise with a local touch
Alexander Beard was founded in October 1987 by Paul Beard. We have since grown into a global financial services company known for delivering professional, dependable, and friendly service to companies and individuals.
Specialising in employee benefits, expat services, and international retirement planning, we’ve become trusted experts in these areas, helping thousands of globally mobile expatriates and companies plan for a better future.
Moving to a new country comes with challenges, especially when it comes to finding people who truly understand your needs. We do. With years of experience in cross-border finance, we provide solutions that bring clarity, confidence and peace of mind.
Here to guide you
Meet our people
Global presence
Advice that goes beyond borders
Since our founding in 1987, we’ve grown from a one-man business into a large organisation with eight offices around the globe. Our head office is located just outside of the city of Chester in the UK. Internationally, we have authorised and regulated offices in the USA, South Africa, Ireland, and Australia.
Work in the community
International connections
Employee appreciation
Watch and listen
Real experiences, just like yours
of clients believe working with us has helped or will help them achieve their financial goals
who answered definitively said they'd recommend us to a family, friends, or work associates
of those who said they'd recommend us said they have done so already in the last 12 months alone
Our history
A legacy of trust
We opened a new office in Ontario, Canada.
We opened a new office in Dublin, Ireland.
We completed the acquisition of Abraxas Wealth Management in Johannesburg.
Liz Evans joined us as finance director.
We acquired the Yorkshire-based IFA firm McGowan Associates.
We celebrated our 30th anniversary.
We completed the acquisition of Lepretre and Partners, a City of London based wealth management and employee benefit advisory business.
Our employee benefits division completed a merger with Netherlands-based Bogaard Pensioen Consultancy B.V.
We completed the acquisition of Brian Stone IFA, a Lancashire-based firm.
Alexander Beard Group South Africa was authorised by the South African Financial Services Board (FSB).
Mike Shakespeare’s Bebbington based advisory business, was merged into our UK financial planning division.
Alexander Beard Group South Africa was authorised by the South African Financial Services Board (FSB).
We acquired the international schools business of Junos Ltd. The director, Lesley Stevens, joined our international schools division.
We launched our international employee benefits division, based at our Head Office.
Alexander Beard Australia launched in Sydney, following the granting of our Australian Financial Services Licence.
We were granted our regulatory licence in the USA and launched Alexander Beard USA in San Francisco.
We completed the acquisition of Acquired Midian Investments, with sole rights to market the International Schools Retirement Plan.
We merged with Birkenhead-based Independent Investment Services. Their founder, John Croasdale, rejoined as associate director.
We acquired the client base of Manchester-based Bridgewater Life & Pensions.
We acquired the business of Stretton Life and Pensions, a Milton Keynes-based IFA practice.
We acquired Bankfield Financial Services, which merged into our Leeds office.
We acquired HN Financial Group, a Leeds-based IFA specialising in managing the affairs of professional sportspeople.
We acquired Norman K Ward & Partners, a Midlands-based IFA.
Alexander Beard was founded as Alexander Beard and Company Ltd.