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What People Say - Continued

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"

G Cotter (Alexander Beard Global Services Client) 17.06.2022
"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) 14.04.2022
“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."

KK (International Charity Employee) 28.02.2021
"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) 14.12.2020

"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) 03.10.2020

"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) 24.06.2020

"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."

DH (International Teacher) 04.03.2020

"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!"

John Hurt Pursglove Brown  17.02.2020
"A great compliment paid to the work of Alexander Beard Wealth Partner, Mike Shakespeare, from a local firm of Chartered Accountants."
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"Thank you for your email and thank you for sterling service from your company!"
SS, retiring International Teacher 14.01.2020

“My time with CHAI and my partnership with ABG has been a wonderful experience. Thank you so much for your support.”
CHAI HR Senior Co-Ordinator. 19.12.2019

"Dear Melissa, I'd like to confirm receipt of my pension funds. I'd also like to take this opportunity to thank you and the team for supporting me over the last decades.  I am very appreciative of your professionalism and diligence over the years. I look forward to a more secure future due to your previous hard work."
DR (Retiring international teacher Turkey) 18.11.2019

“I am very grateful for your attentiveness and care in managing my account over the years. I wish you all the luck and happiness for the future”
Emma (International Teacher) 17.07.2019

"Many thanks indeed and thanks to you and the team for the great service I have had from AB over the past 7 years."
Phillip N. (International Academic Adviser) - 02.04.2019

"Many thanks for confirmation of transfer of money and for all your help with regard to this. I want to say that you have been an excellent company to deal with and I always found your staff so helpful and patient with regard to any queries I had. You were also very prompt in following up on any actions and in particular with regard to finalizing matters with my account. I thank you most sincerely and wish you every success in the future."
Paula K. Client of Alexander Beard International Education & NGO - 12.03.2019

"I have had a relationship with the Alexander Beard Group for over 14 years, which started when I was employed at an international school in Asia which used their services to manage the retirement accounts of all teachers. All of the officers who have served me have treated me with professionalism and also given me personal attention which has also exceeded my expectations. I have had any requests or questions addressed quickly, expertly and in a kind and
courteous manner. It is clear to me that ABG emphasizes service and attention to their clients' needs. It has been a pleasure to work with all of you at ABG. Many thanks and best regards."

Rolando, Client of Alexander Beard International Education & NGO - 28.08.2018

"Dear Laura, Thank you for all your help with this process and to Lesley too. I really appreciate the way you kept me informed at each stage."
Amanda, Client of Alexander Beard International Education & NGO - 17.07.2018

“I’d just like to say again that it has been an absolute pleasure working with the ABG team during my time at Oppenheimer. The help and service received has been fantastic and I can’t fault it. Thank you!”
Andrea Baillie, Executive Director, Head of Business Administration, HR & IT - 17.11.2017

"Mr Benn gives me excellent advice he fully understands my business and work which helps."
Mr B T Rutter, Client of Alexander Beard Wealth Management - 19.09.2017

"After some bad experiences with so called IFA's I am very happy to be in the care of ABG."
Mr R Moore, Client of Alexander Beard Wealth Management - 04.07.2017

“The Alexander Beard team has been a strong partner of our for the past several years. They have great attention to detail and is a strong strategic partner for our employees. They exemplify excellent customer service with their hands-on approach. This is what our employees truly value within their benefits offering. Given the overall positive experience, we’ve also recently expanded our services with Alexander Beard to France and Ireland. The experiences there has been great there as well.”
Palo Alto Networks Client of Alexander Beard International Benefits B.V. – 26.05.2017

"Thank you for your patience with everything that was bouncing backwards and forward over a long period. Matt is a credit to your company in South Africa, he has really worked hard on my behalf I would not have had a clue where to start. Many thanks again for the excellent service I have received from you company."
Mr S Roberts - 07.06.2017

“We have a number of visits from financial advisors during the year but I would have to say that Janet is by far the best informed and, unlike some, does not try to sell you something you neither want nor need so I would encourage you to speak to her.”
Mark Thomas, Principal of The British School of Guangzhou - 11.09.2014

“Firstly thank you so much for the informative talk you gave at the beginning of last term at BIS Vietnam. I learnt an awful lot and your down to earth knowledgeable method of delivery was excellent. When my husband met you a few years ago your wisdom and all round knowledge was remembered well and much appreciated. You really do seem to have the edge when it comes to assisting teachers through the minefield of financial logistics.”
Mrs Belinda Smith, Client of International Schools & Humanities Division - 15.01.2014

“Thanks again for your service. We appreciate your straightforward answers and honesty and look forward to working with you to insure financial security for our retirement.”
Catherine Wimpey, Client of International Schools & Humanities Division - 17.08.2013

“Quite honestly, you all have the best customer service I have ever experienced in a financial institution!”
Marcella Lewis, Client of International Schools & Humanities Division - 29.05.2013

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