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Outdoors Meeting


Elizabeth - TrustPilot Review

Invaluable, Professional, Friendly personal advice that has made all the difference

I have been working with Alexander Beard for a number of years as they manage my workplace pension.

Their advice has been invaluable. They spent as much time as my husband and I needed to go through both our various pensions.

Really cannot thank them enough for all the work they have put in to get us in a cohesive place. Would 100% recommend their Services.


Mrs L. Prime - TrustPilot Review

Excellent Mortgage help and advice.

ABG have advised me on pension savings for many years and I have felt well supported and all communication has been timely and personable.

Help with securing a mortgage and remortgaging a property on return to the UK was above and beyond. Excellent!

Highly recommend ABG.


Tracey Drummond - TrustPilot Review

ABG highly recommended

My husband and I have been dealing with ABG for many years now. They always give excellent advice and are always prompt and courteous in their dealings with us.


Nothing is too much trouble. Very highly recommended!


T. Toth - TrustPilot Review

A mostly smooth process to release my funds
I have had an account (school pension) with the Alexander Beard Group since 2003. Although I have not been a very active investor, the release procedure of my funds have been well taken care of. I had a professional yet kind online meeting to confirm my identity with the client service director. She assisted me with the needed information and clarified my concerns. In the subsequent e-mail exchanges all necessary steps were clearly laid out and helpful at all times. The only concern that I had was the delay of time between all finished documents being accepted and the eventual release of the funds. I had to write to follow up with two emails to ask when the money would be sent.


A Caudill (Client of Mark James - Alexander Beard USA Inc.)

"My conversation with Mark James regarding UK/US pension guidance was nothing short of phenomenal!

Mark's knowledge and advice was invaluable and I look forward to connecting with him again in the months to come as my wife and I get more personally and financially settled here in London.

Thank you for facilitating!"

J C Deneuville (Client of Alexander Beard (France) SAS)

"Dear Gilles


I want to thank you for your support and your availibility throughout  this lengthy and sometimes frustrating process, due to the inflexibility of the pension funds

Your advice and recommendations were very useful to help me navigate this complex system and complete the paperwork


The process is now almost complete and I will be happy to recommend you and ABG if and when needed."

G Cotter (Alexander Beard Global Services Client)

"Dear Sharon

Thank you and Lee for a very positive and reassuring experience.

I felt that you really listened and understood our needs and reassured me."

John Murray (Alexander Beard Global Services Client)

“Dear Glynn, I would like to thank Lee, Paula, your support colleagues and yourself for the professionalism and commitment you have shown since I first contacted Alexander Beard on this topic approx. 6 months ago.

Your attention to detail and speed of response on all matters was exemplary and I would have no hesitation in recommending your company to anyone with whom I am in contact both within and outside of my employer who require planning advice for a similar highly complex financial topic”

DS (International Retirement Plan member)06.10.2021

"Thank you for this update. The transfer has been credited to my account.

I’m grateful to the ABG for managing this fund on my behalf. I would also like to express my gratitude to you, Lesley, and Kelly for all your support in processing this surrender."

D Smith (Alexander Beard Global Services Client)

"Hi Sharon


I just wanted to drop you a note of sincere thanks with humble gratitude for your work carried out on my behalf over the past few weeks.


Having to realise something that you had built over the years due to unforeseen circumstances is not easy but your attitude, pleasant , courteous and exceptionally clear manner was just a joy to work with.


Wel done to you on how you conduct yourself. Learning your role is one thing but being able to talk t clients and earn their trust in a very short space of time is a skill that only you can develop and you have done it exceptionally well. "

K Rodgers (Alexander Beard Wealth Client)

"Dear Mike,
Having found myself in a situation that I did not see coming, which appeared with relatively short notice, I was eager to ensure that I was in a position to act with confidence and clarity when needing to manage my situation.
I cannot praise Mike Shakespeare at Alexander Beard enough for his support, patience, and professionalism during the many interactions and conversations that I had with him. His disarming personality, accompanied by his attributes and qualities enabled me to form a professional relationship with Mike, with trust and confidence being the foundation it was developed from."


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E Chu (Helen Keller International)18.01.2023

"I want to express gratitude to the entire team at the Alexander Beard Group. To you, Kelly and Lesley, thank you!I so enjoyed our collaboration these many years. I could not have been this successful in executing my responsibilities if I didn't have your guidance and support along the way"

Read more of our testimonials here......

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