Alexander Beard Wealth LLP

Restricted - Whole of Market  14/16 Rossmore Business Village, Ellesmere port, Cheshire, CH65 3EY
First meeting at adviser's own cost
We are an international financial services organisation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Buy my next home
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Buying first home
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Equity release
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Mike Shakespeare
Partner - Financial Planning (UK)

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.

John Croasdale
Senior Partner - Financial Planning (UK)
Sharon Rogers
Financial Adviser

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Glynn Bartley
Project Team Manager – Expat Services Division

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Mark James
Financial Adviser (UK/US)
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020

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