Trust House , 2A Marsh, 2A Marsh, Honley, West Yorkshire, Holmfirth, HD9 6AQMake an enquiry
Alexander Beard Wealth LLP in Yorkshire, based near Holmfirth has grown from the amalgamation with McGowan Associates in 2017. Both date back to 1987 and the days before financial regulation.
The business has matured and adapted to the changing needs of clients over the years.
As Pension Freedom options became available to everyone, the advice sought by enquirers mainly focused upon pension flexibility and how to benefit from new rules. However, we are not just Pension advisers, we offer advice across the full range of financial aspects including investing in ISA's, Bonds and other investment types. We provide planning for children's education, Inheritance tax and the financial aspects of divorce. generational planning.
Our firm has the necessary experience to meet the demands of clients We are a whole of market Restricted Financial Adviser practice and can meet any challenge or issue presented to us. Our 30 years of experience exists through a period of massive change in the pension market; we recognise product types and plan features that many advisers will not know of. Our experience exists during the introduction of PEP's, TESSA's and ISA savings products. We offer a single transaction service or a long term advice
We are very good listeners; clients will explain the problems they face, provide the information or issue that concerns them. We will research the matter and produce a clear plan that shows how to solve their issues.
Most importantly, we stress the need to review and update their plan, take account of changing circumstances and be flexible
We find clients like this and consequently, our client relationships are long term
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