Our History

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Our Company has grown both organically and through

acquisition. Click below to view key dates in our history.

February 2020

February 2020

Alexander Beard Group complete the acquisition of Abraxas Wealth Management in Johannesburg.

February 2020

Alexander Beard Group complete the acquisition of Abraxas Wealth Management in Johannesburg.

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January 2017

January 2017

ABG moves its Australian office to Perth and Dave Stone is appointed as its new Australian Director.

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June 2016

June 2016

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.

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December 2014

December 2014

Andrew Moore joins ABG Board as Investment Director.

December 2014

December 2014

Alexander Beard Group completes the acquisition of Lepretre and Partners Ltd., a city of London based wealth management and employee benefit advisery business.

     October 1987

October 1987

Alexander Beard Group founded as Alexander Beard and Company Ltd.

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January 2004

January 2004

Acquired the client base of Bridgewater Life & Pensions Ltd., of Manchester.

August 2005

August 2005

Granting of regulatory Licence in the U.S.A. which launched Alexander Beard (USA) LLC., in San Francisco.

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August 2005

August 2005

ABG complete the acquisition of Acquired Midian Investments Ltd., with sole rights to market the International Schools Retirement Plan.

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April 2005

April 2005

 Independent Investment Services, of Birkenhead merge their business with ABG. IIS's founder, John Croasdale, rejoins ABG as Associate Director.

  September 2010

  September 2010

  Alexander Beard's Head Office relocates to its new 5000 square foot buildings at 14-16 Rossmore Business Park.

  February 2008

February 2008:

Acquired the international schools business of Junos Ltd., who’s Director, Lesley Stevens, join ABG International Schools Division.

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January 2007

January 2007

Launch of ABG's International Employee Benefits Division (IEBD) based at our Head Office in Chester.

February 2006

February 2006

Alexander Beard (Australia) Pty. Ltd. Launched in Sydney following the granting of our Australian Financial Services Licence.

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August 2011

August 2011

Mike Shakespeare’s Bebbington based advisory business, is merged into our UK Financial Planning Division.

November 2014

November 2014

Alexander Beard International Employee Benefits Division completes merger with Bogaard Pensioen Consultancy B.V. of the Netherlands.

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January 2013

January 2013

ABG complete the acquisition of Brian Stone IFA, a Lancashire based practice.

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September 2012

September 2012

Alexander Beard Group (South Africa) Pty Ltd. is authorised by the South African Financial Services Board (FSB).

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November 2019

November 2019

Liz Evans joins ABG as Finance Director.

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November 2019

Liz Evans joins ABG as Finance Director.

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February 2018

February 2018

Alexander Beard International Benefits’ CEO Bram Bogaard appointed to the Alexander Beard Group main board.

 

October 2017

ABG celebrates 30th Anniversary of it's founding in 1987.

October 2017

May 2017

May 2017

ABG acquire the Yorkshire based IFA firm McGowan Associates Limited.

    February 2002

February 2002

 Acquired Bankfield Financial Services, which was merged into our Leeds office. Principal Martin Shaw remains with the company.

 January 1999

January 1999

Acquired the business of HN Financial Group, a Leeds-based IFA specialising in managing the affairs of professional sports people.

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January 1997

January 1997

Acquired Norman K Ward & Partners, a Midlands-based IFA.

    September 2003

September 2003

Acquired the business of Stretton Life and Pensions Ltd., a Milton Keynes based IFA practice