Alexander Beard Investment Management Limited

aka alexander beard ltd. … an international employee benefits consultancy, alexander beard ltd. ...home of the Alexander Beard International Retirement Plan, alexander beard ltd. ... an international expat advisory firm, Alexander Beard Investment Management Limited

Authorised FRN 225566 5.0 (2)

About

International financial advice tailored to Expats. Discover expert planning with Alexander Beard Group today.

Source: abg.net

Contact & Location

Address

14-15, ❒ Rossmore Business Village, Inward Way, Ellesmere Port CH65 3EY, UK

More advisers in Cheshire West and Chester

Phone: 0151 346 5460

Website: abg.net

View on Google Maps

Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Investments

Regulated Services

Pension Transfer Advice

Pension Advice

Investment Advice

Regulatory Information

FRN: 225566
Status: Authorised
Date Authorised: 5 January 2004
Years Authorised: 22 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (9)

Show all permissions

✓CBTL Status
✓CBTL Effective Date
✓CBTL End Date
✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to transactions in investments
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 04216659
Company Status: Active
Incorporation Date: 15 May 2001
Directors: 3
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (17)

Elizabeth Evans
Approved
Andrew James MacIntyre Moore
Approved
Anita Brennan
Approved
Gilles Velcin
ApprovedCertified
Nigel Speirs
ApprovedCertified
Glynn William Bartley
ApprovedCertified
Joseph Michael Kennedy
ApprovedCertified
Mark Anthony James
ApprovedCertified
John McCarthy
Certified
Paul Douglas Beard
Approved
Raymond Charles Louis Lepretre
No longer required
Kate Parfitt
No longer required
Senga Jones
Approved
David Stitcher
No longer required
Jean-Marc Vouillemin
ApprovedCertified
Guy Redwood Hammett
ApprovedCertified
Philip Richard Owen Teague
ApprovedCertified

Google Reviews

5.0

2 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Ellesmere Port, North West
22 years FCA-authorised
20 registered individuals
3 specialisms
9 FCA permissions
CH 04216659

Interested?

Request a no-obligation introduction.

Is this your firm?

Claim for free or upgrade to Pro for leads, analytics, and priority placement.

Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.