Our History
Our Company has grown both organically and through
acquisition. Click below to view key dates in our history.
February 2020
February 2020
Alexander Beard Group complete the acquisition of Abraxas Wealth Management in Johannesburg.
February 2020
Alexander Beard Group complete the acquisition of Abraxas Wealth Management in Johannesburg.
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January 2017
January 2017
ABG moves its Australian office to Perth and Dave Stone is appointed as its new Australian Director.
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June 2016
June 2016
ABG is proud to announce the launch of Alexander Beard (France) SAS, a French regulated wealth management and employee benefit business; a joint venture between French wealth management company KMH and Alexander Beard Group.
December 2014
December 2014
Andrew Moore joins ABG Board as Investment Director.
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December 2014
December 2014
Alexander Beard Group completes the acquisition of Lepretre and Partners Ltd., a city of London based wealth management and employee benefit advisery business.
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October 1987
October 1987
Alexander Beard Group founded as Alexander Beard and Company Ltd.
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January 2004
January 2004
Acquired the client base of Bridgewater Life & Pensions Ltd., of Manchester.
August 2005
August 2005
Granting of regulatory Licence in the U.S.A. which launched Alexander Beard (USA) LLC., in San Francisco.
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August 2005
August 2005
ABG complete the acquisition of Acquired Midian Investments Ltd., with sole rights to market the International Schools Retirement Plan.
April 2005
April 2005
Independent Investment Services, of Birkenhead merge their business with ABG. IIS's founder, John Croasdale, rejoins ABG as Associate Director.
September 2010
September 2010
Alexander Beard's Head Office relocates to its new 5000 square foot buildings at 14-16 Rossmore Business Park.
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February 2008
February 2008:
Acquired the international schools business of Junos Ltd., who’s Director, Lesley Stevens, join ABG International Schools Division.
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January 2007
January 2007
Launch of ABG's International Employee Benefits Division (IEBD) based at our Head Office in Chester.
February 2006
February 2006
Alexander Beard (Australia) Pty. Ltd. Launched in Sydney following the granting of our Australian Financial Services Licence.
August 2011
August 2011
Mike Shakespeare’s Bebbington based advisory business, is merged into our UK Financial Planning Division.
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November 2014
November 2014
Alexander Beard International Employee Benefits Division completes merger with Bogaard Pensioen Consultancy B.V. of the Netherlands.
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January 2013
January 2013
ABG complete the acquisition of Brian Stone IFA, a Lancashire based practice.
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September 2012
September 2012
Alexander Beard Group (South Africa) Pty Ltd. is authorised by the South African Financial Services Board (FSB).
November 2019
November 2019
Liz Evans joins ABG as Finance Director.
November 2019
Liz Evans joins ABG as Finance Director.
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February 2018
February 2018
Alexander Beard International Benefits’ CEO Bram Bogaard appointed to the Alexander Beard Group main board.
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October 2017
ABG celebrates 30th Anniversary of it's founding in 1987.
October 2017
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May 2017
May 2017
ABG acquire the Yorkshire based IFA firm McGowan Associates Limited.
February 2002
February 2002
Acquired Bankfield Financial Services, which was merged into our Leeds office. Principal Martin Shaw remains with the company.
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January 1999
January 1999
Acquired the business of HN Financial Group, a Leeds-based IFA specialising in managing the affairs of professional sports people.
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January 1997
January 1997
Acquired Norman K Ward & Partners, a Midlands-based IFA.
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September 2003
September 2003
Acquired the business of Stretton Life and Pensions Ltd., a Milton Keynes based IFA practice