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Hi Everyone! A belated happy new year.
As the year is just beginning, I don’t have a great deal to report, but we did start the new year with two new advisers joining our UK team:
Lawrence Pacey and Oliver Morris:
Lawrence is a fully qualified adviser, based out of our London office, who will be working across our UK Wealth Advisery Division, as well as developing our recently introduced personal financial planning education and service, for employees of our corporate employment benefit clients.
Oliver joins us after a successful career in the Gulf region, advising expatriates living and working there. He will bring that particular skill set and experience to our head office-based Expat Services Division.
In November 2022, as you may recall, we announced the expansion of our International Employee Benefits business, with the opening of an office in Dublin. Alexander Beard (Ireland) Ltd. had a solid start in their first full year, with the acquisition of a number of valuable clients, from both the UK and the USA; particularly from existing clients who retain us in our other country offices and engaged our Dublin colleagues to handle their Irish employee benefit requirements.
I wish you all good health and prosperity in 2024.
Best wishes
Paul Beard
Founder and Executive Chairman