Our History

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Our Company has grown both organically and through

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

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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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Copy of Copy of Untitled (11).png

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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Copy of Copy of Untitled (12).png

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.

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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.

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     October 1987

October 1987

Alexander Beard Group founded as Alexander Beard and Company Ltd.

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Copy of Copy of Untitled (20).png

January 2004

January 2004

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

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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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Copy of Copy of Untitled (18).png

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.

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  September 2010

  September 2010

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

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  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.

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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.

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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.

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October 2017

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

October 2017

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May 2017

May 2017

ABG acquire the Yorkshire based IFA firm McGowan Associates Limited.

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    February 2002

February 2002

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

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 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.

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Untitled design (28).png

    September 2003

September 2003

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