Alexander Beard Investment Management Limited

• Principal Place of Business

  Unit 14-15

  Rossmore Business Village, Inward Way

  Ellesmere Port

  Merseyside

  CH65 3EY

  UNITED KINGDOM

  Phone

  +441513465460

  Web

  https://www.abg.net

• Complaints Contact

  Unit 14-15

  Rossmore Business Village, Inward Way

  Ellesmere Port

  Merseyside

  CH65 3EY

  UNITED KINGDOM

  Phone

  +441513465460

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Buy-to-Let Start Date

• Buy-to-Let End Date

• Buy-to-Let Status

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

• Edward Richard Hill

  IRN EXH20645

  • Appointed representative dealing with clients for which they require qualification (4 Jan 2022 to 29 Apr 2025)
  • CF30 Customer (29 Dec 2021 to 29 Apr 2025)
• Elizabeth Evans

  IRN EXE00056

  • CF1 Director (AR) (since 4 Dec 2024)
  • SMF3 Executive Director (since 23 Jun 2022)
• Elizabeth Helen Wilkinson

  IRN EHW01015

  • CF30 Customer (16 Jan 2018 to 22 Jan 2019)
• Gilles Velcin

  IRN GXV01110

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 13 Jan 2017)
  • CF30 Customer (3 Jul 2008 to 30 Jun 2010)
• Glynn William Bartley

  IRN GXB00005

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 31 May 2019)
• Guy Redwood Hammett

  IRN GRH00010

  • CF30 Customer (1 Nov 2007 to 4 Apr 2008)
  • CF21 Investment Adviser (11 Aug 2006 to 31 Oct 2007)
• Ian Alistair Watson

  IRN IAW01025

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2019)
  • [FCA CF] Client dealing (9 Dec 2019 to 23 Dec 2019)
  • CF30 Customer (4 May 2016 to 23 Dec 2019)
• Ian David Brook

  IRN IDB00010

  • CF30 Customer (19 Jan 2015 to 1 Jan 2018)
• Jean-Marc Vouillemin

  IRN JXV00005

  • CF1 Director (5 Jan 2004 to 24 Dec 2004)
  • CF21 Investment Adviser (5 Jan 2004 to 24 Dec 2004)
  • CF24 Pension Transfer Specialist (5 Jan 2004 to 24 Dec 2004)
• John McCarthy

  IRN JXM25105

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 19 Aug 2025)

• ALEXANDER BEARD INTERNATIONAL BENEFITS (UK) LTD.

  FRN 982110 · Appointed 31 Aug 2022

• Alexander Beard Ltd.

  FRN 765002 · Appointed 21 Nov 2016

• Alexander Beard Wealth LLP (no longer appointed)

  FRN 665406 · Appointed 15 Jan 2015 · Until 24 Sep 2021

• Lepretre Insurance Services Ltd (no longer appointed)

  FRN 468652 · Appointed 5 Jun 2007 · Until 22 Feb 2010

No changes recorded yet.