Business Details
39 Years
experience
Trusted Financial Advisers for Global Clients
Founded in 1987, Alexander Beard has established itself as a trusted global financial services provider, specialising in employee benefits, expat services, and international retirement planning. With offices across the UK, USA, South Africa, Australia, Ireland, Canada, Germany, and India, we combine local expertise with a deep understanding of cross-border financial complexities. Our team of over 40 professionals delivers tailored solutions for individuals and businesses, prioritising client-centric service and long-term financial security.Recognised for our expertise in overseas pension transfers and international employee benefits, we work closely with globally mobile clients to align their financial strategies with their international lifestyles. Our commitment to excellence is reflected in client testimonials highlighting our professionalism, timely communication, and ability to simplify complex financial processes. With decades of experience and a focus on innovation, we ensure our clients achieve their financial goals through transparent, ethical advice.
Services
Employee Benefits
Expat Services
International Retirement Plan
Pension Transfers
Financial Planning
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of experience in cross-border financial advice.
- Our global network spans eight countries for seamless international support.
- We provide independent, whole-of-market financial advice tailored to client needs.
- Our team includes specialists in pension transfers and expat services.
- 94% of clients recommend us to family and colleagues.
What people say
Highly professional
Excellent advice
Timely communication
Personalised support
Seamless transfers
Services
Employee Benefits
We design custom employee benefits packages that balance cost-effectiveness with staff engagement. Our solutions cater to organisations with international workforces, ensuring compliance across jurisdictions while enhancing employee satisfaction. With expertise in global HR challenges, we simplify complex benefit structures for businesses of all sizes.
Expat Services
Our expat services guide clients through financial complexities of international relocation. From tax-efficient savings to mortgage solutions, we align financial plans with global lifestyles. With local market knowledge across eight countries, we ensure seamless transitions for individuals and families moving abroad.
International Retirement Plan
This unique offering helps international professionals build tax-efficient retirement funds in multiple currencies. Designed for organisations with limited HR resources, it provides portable pension solutions overseen by independent trustees. The plan simplifies cross-border retirement planning while maintaining compliance with international regulations.
People
Paul Beard
Founder and Executive Chairman
Paul founded Alexander Beard in 1987 and has driven its growth into a global financial services firm. His vision combines local expertise with international reach to serve expatriates and multinational businesses.
Anita Brennan
Head of Operations
Anita oversees operational excellence across our international offices, ensuring seamless service delivery. With decades of experience in financial services, she maintains our commitment to high standards and client satisfaction.
Liz Evans
Head of Finance
Liz leads our financial strategy and joined in 2019. Her expertise in international finance strengthens our ability to deliver comprehensive solutions for globally mobile clients and businesses.
Questions
What financial services do you offer for expatriates?
We provide comprehensive expat services including pension transfers, tax-efficient savings, mortgage advice, and retirement planning tailored to your international circumstances.
Can you help with UK pension transfers overseas?
Yes, we specialise in overseas pension transfers with expertise in navigating international regulations to ensure tax-efficient, compliant solutions for globally mobile clients.
Do you offer employee benefits for multinational companies?
We design custom international employee benefits packages, including our unique International Retirement Plan, to help organisations manage global workforce benefits efficiently.
What makes your retirement planning unique?
Our International Retirement Plan offers multi-currency, tax-free pensions with portability across borders, overseen by independent trustees for enhanced security and flexibility.
