Outdoors Meeting


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

DS (International Retirement
Plan member)

"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."

KK (International Charity Employee) 

"Dear Lesley, May I take this opportunity to appreciate and thank you for creating time to accord me a virtual zoom meeting last week. The meeting was very helpful and an eye opener. This is a clear confirmation of the effectiveness of your organization as it strive to serve its members."

John Hunt
(Partner - Pursglove and Brown) 21.01.2021

Testimonial for Mike Shakespeare, Partner in our UK Wealth Management practice "Having worked closely with you on this matter - attending both meetings on zoom and face to face as circumstances permitted, we have been impressed by your calm reassuring approach and total commitment in leaving no stones unturned - not only in finding the client a mortgage - but one on better terms than she had previously - thereby saving her a significant amount of money each month. You also took the stress out of the situation giving our client reassurance and peace of mind. Having seen your wholehearted commitment in helping clients we have no hesitation in recommending your services. Thank you." 

J.A. (International Teacher)

"Dear Kelly and Lesley, I am pleased to inform you that the funds have been successfully transferred to my account. I would also like to take this opportunity to thank you both for all your help over the years. I have always found my questions and requests to have been dealt with promptly and professionally. I have been very satisfied with my experiences with ABG and I am closing the account due to covid19's economic fallout rather than any dissatisfaction with the service provided." 

Mrs. Alison Donaldson:
Client of Alexander Beard (France) 23.11.2020

"What is so good about the advisor [Gilles Velcin] you pointed to is that he has extensive knowledge of both France and the UK, so he understands the financial set-up in both countries.

I also liked him immediately when we met on Zoom for the first time. He grasped my situation and my priorities very quickly."

KH (International Teacher)

"My name is Katherine Hughes, I withdrew my plan recently. The process was straightforward and helped by a Skype call to verify my documents. My emails were answered promptly and every member of the team I had contact with were helpful, friendly and knowledgeable. Melissa and Lesley were especially easy to contact and could not have done more to help me. With everything so disrupted because of covid, I would be most grateful if you could pass on my praise and thanks to everyone."

SD (International Teacher)

"I want to take this opportunity to pass on my thanks to Lesley Stevens for her Zoom call this afternoon. I had several questions about my policy and her call was both informative and reassuring. In these crazy times, it was great to touch base and understand the details of my policy. Lesley's knowledge was evident and I feel far more confident in the options available to me."

"Dear Melissa, I am pleased to be able to inform you that the accounts have reached my account. Thank you very much for your ongoing assistance and professionalism during this process!"

Read More Here...

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A great compliment paid to the work of Alexander Beard Wealth Partner, Mike Shakespeare, from a local firm of Chartered Accountants.