Alexander Beard Wealth LLP

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
9.0 /10
FCA verified
18th November 2019
We are an international financial services organisation.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Travel
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
David McGowan
Partner - Financial Planning (UK)
Martin Shaw
Financial Adviser (UK)
Nigel Benn
Partner - Financial Planning (UK)
Steve Stockwell
Financial Adviser (UK)
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

The Alexander Beard Group of Companies was founded by its current Executive Chairman, Paul Beard in 1987, as a Financial Advisory practice serving clients in the music and entertainment industry.

Since then the group has grown from a one-man business to 61 staff, Directors and Partners spread across 8 locations; Cheshire, Yorkshire and London in the UK; Den Bosch in the Netherlands, Lyon in France, Ottawa in Canada, Johannesburg, San Francisco and Perth in Australia.

Our services

From life insurance to mortgages, pensions to investment services, Alexander Beard Group can provide you with a comprehensive package of services.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0