Alexander Beard Wealth LLP

Financial Adviser (Restricted Whole of Market) Trust House , 2A Marsh, 2A Marsh, Honley, West Yorkshire, Holmfirth, HD9 6AQ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Highly qualified not just in examinations passed, but in terms of experience too. We are nice people to deal with.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Nigel Benn
Partner
Accreditations
Certified Financial Planner
adviser-person
Martin Shaw
Financial Planner
Accreditations
Certified Financial Planner
adviser-person
David McGowan
Partner
Accreditations
Certified Financial Planner
What our clients say
I first met David in 1993 when my pension funds were in complete disarray and I expected to retire with very little above State Pension. However, over 20 years I have been guided and, with regular reviews, built savings in pension, ISA's and Cash and from 2016 I can enter retirement with confidence. I cannot thank David and his team enough for the advice given over the years.
Mrs Gillian Wilson, Bingley
Where to find us

Trust House , 2A Marsh, 2A Marsh, Honley, West Yorkshire, Holmfirth, HD9 6AQ

Make an enquiry
About us

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

Our services

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

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Our primary areas of expertise are in building retirement funds, advising on at retirement decision making, and the management of investment monies. Our advisers are qualified to Diploma, studying to complete Chartered Adviser standard and highly experienced. Annual CPD requirements are exceeded by Advisers, the Adviser qualifications and relevant experience can be inspected by prospective clients prior to dealing with us, we are happy for this to be viewed at any time.
Administration staff are experienced and take regular testing to demonstrate competence. Their service terms with the Firm are 3 to 12 years.

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