Alexander Beard GroupReviews 

I cannot speak highly enough of Joe Kennedy at Alexander Beard (Ireland) Ltd. I came to Joe with a notoriously difficult situation: a badly managed pension held in Spain by Momentum.

What should have been a standard transfer turned into a three-year battle. Momentum proved incredibly difficult to deal with, stalling the process at every turn while my fund actually lost value under their management. Throughout this incredibly frustrating period, Joe remained steadfast. He refused to let the matter drop, navigating every hurdle Momentum threw our way with professionalism and tenacity.

Thanks to Joe’s persistence, my funds are finally out of Spain and safely consolidated into my UK pension fund. If you want a financial director who will truly fight your corner, Joe Kennedy is the person you need.

I was referred to Joe Kennedy of Alexander Beard Group in relation to possibly transferring an Occupational DB scheme over to Ireland from the UK.
I found him to be extremely knowledgeable and efficient, and his report was very comprehensive and informative.
I would have no hesitation in recommending Joe and the company's services.

My advisor Joe was excellent, listened to my retirement plans/ current needs and his advice will probably mean that my old defined benefits pension will work out better for me on retirement than was my thinking at the start of the process

Having tried several financial advisors/pension consultants to no avail, I was put in touch with the Alexander Beard Group. The service they provided from the outset was refreshingly honest and straightforward. . . No ‘call holding’, direct telephone & email communication with a competent and knowledgeable individual.

They facilitated the transfer of super funds from Australia to the UK. And they did this at a very reasonable rate. What pleased me most was that I didn’t receive costs invoice until the super funds transfer was complete.

I would not hesitate to contact them for future business; I would recommend them to anyone intending to have super funds, or similar, transferred from Australia to UK.

Thanks to Gilles Velcin, my adviser at Alexander Beard Group, for this very good job.

Étienne Le Guil

A 67% heath insurrance increase over one year.
A big joke!!! And the information is given 15 days prior.

I have worked with ABG for over 10 years now both in my corporate life and as a personal customer.

ABG have always been (and continue to be) highly professional, knowledgeable and customer centric.

Without doubt, they are my go-to Employee Benefits provider and Pension advisor. I highly recommend.

The attention given by Steve Stockwell our financial advisor and Catherine Court the branch manager of the Huddersfield office, has been excellent. We receive annual reviews from Steve as our financial advisor and know exactly where we are with our finances. The advice is always first class, relevant and personal, which gives us amazing reassurance for our future. We highly recommend Steve as a financial advisor and Catherine for all the additional support she provides.

I have been working with Alexander Beard for a number of years as they manage my workplace pension. Their advice has been invaluable. They spent as much time as my husband and I needed to go through both our various pensions. Really cannot thank them enough for all the work they have put in to get us in a cohesive place. Would 100% recommend their Services.

ABG have advised me on pension savings for many years and I have felt well supported and all communication has been timely and personable. Help with securing a mortgage and remortgaging a property on return to the UK was above and beyond. Excellent! Highly recommend ABG.

My husband and I have been dealing with ABG for many years now. They always give excellent advice and arr always prompt and courteous in their dealings with us. Nothing is too much trouble. Very highly recommended!

I have had an account (school pension) with the Alexander Beard Group since 2003. Although I have not been a very active investor, the release procedure of my funds have been well taken care of. I had a professional yet kind online meeting to confirm my identity with the client service director. She assisted me with the needed information and clarified my concerns. In the subsequent e-mail exchanges all necessary steps were clearly laid out and helpful at all times. The only concern that I had was the delay of time between all finished documents being accepted and the eventual release of the funds. I had to write to follow up with two emails to ask when the money would be sent.

So this company manages the employee retirement accounts for a school I taught at in Turkey for three years. I have been frustrated with the company day one. The client interface is horrible. Very difficult to work with your money. Very difficult to see the fees. The start up fees were exorbitant! And now, retired, trying to pull the money from my account, it is taking forever. They are giving me so many hoops to jump through, I hate the process. I have finished jumping through the hoops and the disbursement is STILL being processed by some vague person in the company. EMPLOYERS! DO NOT USE THIS COMPANY!!

Response to ABG's reply: I am at a loss for words to see myself represented so negatively. I was neither ignorant of the process nor rude. Whatever. Just another reason to not use the company. I am waiting to see this person's name and their happy client reviews.

I used this company in 2018. I will not use their services again.