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Our
History
Our Company has grown both organically and through
acquisition. View key dates in our history.
Alexander Beard open new office in Dublin, Ireland.
Alexander Beard Group complete the acquisition of Abraxas Wealth Management in Johannesburg.
Liz Evans joins ABG as Finance Director.
Alexander Beard International Benefits’ CEO Bram Bogaard appointed to the Alexander Beard Group main board.
May
2017
ABG acquire the Yorkshire based IFA firm McGowan Associates Limited.
October
2017
ABG celebrates 30th Anniversary of it's founding in 1987.
30 Years
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
December
2014
Andrew Moore joins the ABG Board as Investment Director
Alexander Beard Group completes the acquisition of Lepretre and Partners Ltd., a city of London based wealth management and employee benefit advisery business.
Alexander Beard International Employee Benefits Division completes merger with Bogaard Pensioen Consultancy B.V. of the Netherlands.
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’s Bebbington based advisory business, is merged into our UK Financial Planning Division.
September
2010
Alexander Beards Head Office relocates to its new 5000 square foot buildings at 14-16 Rossmore Business Park.
February 2008
Acquired the international schools business of Junos Ltd., who’s Director, Lesley Stevens, join ABG International Schools Division.
Launch of ABG's International Employee Benefits Division (IEBD) based at our Head Office in Chester.
February 2006
Alexander Beard (Australia) Pty. Ltd. Launched in Sydney following the granting of our Australian Financial Services Licence.
Granting of regulatory Licence in the U.S.A. which launched Alexander Beard (USA) LLC., in San Francisco.
Complete the acquisition of Acquired Midian Investments Ltd., with sole rights to market the International Schools Retirement Plan.
April
2005
Independent Investment Services, 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 the business of Stretton Life and Pensions Ltd., a Milton Keynes based IFA practice
February
2002
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.
January
1997
Acquired Norman K Ward & Partners, a Midlands-based IFA.
Alexander Beard Group founded as Alexander Beard and Company Ltd.
