Alexander Beard Investment Management Limited
Reference number: 225566
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
Unit 14-15, Rossmore Business Village, Inward Way, Ellesmere Port, Merseyside, CH65 3EY, United Kingdom
- alexander beard ltd. … an international employee benefits consultancy
- alexander beard ltd. ... an international expat advisory firm
- alexander beard ltd. ...home of the Alexander Beard International Retirement Plan
Company details
From the company's Companies House record.
- Company number
- 04216659
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 May 2001 (25 years old)
- Registered office
- 14-15 Rossmore Business Village Inward Way, Ellesmere Port, CH65 3EY, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Anita Monica Brennan | Director | Jul 1971 | 11 May 2022 |
| Elizabeth Louise Evans | Director | Feb 1976 | 24 Jun 2022 |
| Andrew James Macintyre Moore | Director | Feb 1974 | 18 Sep 2025 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Show FCA detail (5 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Assisting in the administration and performance of a contract of insurance
- Making arrangements with a view to transactions in investments
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Lepretre & Partners Limited
Names it no longer trades under
This firm has retired 10 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired names
- Alexander Beard
- Alexander Beard Expat and Emigration Division
- Alexander Beard Expat Financial Services Division
- Alexander Beard International Benefits Division
- Alexander Beard International Retirement Plan Division
- Alexander Beard International Schools and Aid Agencies Division
- alexander beard ltd. …an international employee benefits consultanc
- alexander beard ltd. ...an international expat advisery firm
- L&P
- L&P Independent Financial Advisers
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