Alexander Beard Wealth LLP

Restricted by product 14/16 Rossmore Business Village, Inward Way, Ellesmere Poet, Cheshire, CH65 3EY
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
We are an international financial services organisation.
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
John Croasdale
Senior Partner - Financial Planning (UK)
Mike Shakespeare
Partner - Financial Planning (UK)
Sharon Rogers
Financial Adviser
Glynn Bartley
Project Team Manager – Expat Services Division
Accreditations
Chartered Financial Planner
Mark James
Financial Adviser (UK/US)
Where to find us

14/16 Rossmore Business Village, Inward Way, Ellesmere Poet, Cheshire, CH65 3EY

Make an enquiry
About us

With its Head Office on the outskirts of Chester, 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