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.

Website, phone number and address

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.

  • Website

    abg.net

  • Phone number

    0151 346 5460

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Address

    Unit 14-15, Rossmore Business Village, Inward Way, Ellesmere Port, Merseyside, CH65 3EY, United Kingdom

In the full report: 3 background checks

  • When abg.net first appeared online, and whether it can receive email
  • What kind of line 0151 346 5460 is, and the 2 other firms that give it
  • Who else gives the postcode CH65 3EY
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Other names (14)

If you were contacted under any of these names, it is this firm.

  • alexander beard ltd. … an international employee benefits consultancy Trading name
  • alexander beard ltd. ... an international expat advisory firm Trading name
  • alexander beard ltd. ...home of the Alexander Beard International Retirement Plan Trading name
  • Lepretre & Partners Limited Former name
  • Alexander Beard Former trading name
  • Alexander Beard Expat and Emigration Division Former trading name
  • Alexander Beard Expat Financial Services Division Former trading name
  • Alexander Beard International Benefits Division Former trading name
  • Alexander Beard International Retirement Plan Division Former trading name
  • Alexander Beard International Schools and Aid Agencies Division Former trading name
  • alexander beard ltd. …an international employee benefits consultanc Former trading name
  • alexander beard ltd. ...an international expat advisery firm Former trading name
  • L&P Former trading name
  • L&P Independent Financial Advisers Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible 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 apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Anita Monica Brennan Director Jul 1971 11 May 2022 4 other companies
Elizabeth Louise Evans Director Feb 1976 24 Jun 2022 3 other companies
Andrew James Macintyre Moore Director Feb 1974 18 Sep 2025 5 other companies

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
6
closed down
2
are FCA-registered
2

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register, including one no longer authorised
  • The 4 companies these 3 directors run together
  • All 10 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Total equity

£249k

+1.2% from £246k

Cash at bank

£463

−89% from £4,349

Owed within a year

£32.6k

+178% from £11.8k

Total equity

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 04216659. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Alexander Beard Investment Management’s history from the FCA register and Companies House, newest first.

Key events (13) All events (56)

2026

13 April 2026

  • Paul Beard no longer has significant control

Companies House

2019

16 May 2019

  • Alexander Beard Wealth LLP no longer has significant control

Companies House

15 May 2019

  • Alexander Beard Group Of Companies Limited became the majority owner (50–75% of shares)

Companies House

2017

15 May 2017

  • Alexander Beard Wealth LLP gained significant control
  • Andrew James Macintyre Moore gave up control

Companies House

2016

6 April 2016

  • Andrew James Macintyre Moore took control (75–100% of votes)
  • Paul Beard gained significant control

Companies House

2015

7 January 2015

  • Changed its registered name from "Lepretre & Partners Limited"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

20 December 2006

  • Board replaced: both directors left and 2 new directors took over

Companies House

2004

5 January 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

15 May 2001

  • Incorporated at Companies House

Companies House

In the full report: all 56 events

  • All 56 events in its history (13 shown here)
  • Every director appointment and resignation: 17
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Firms connected to Alexander Beard Investment Management

Other FCA-listed firms that share a director, phone number or address with Alexander Beard Investment Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
no longer authorised
1
share a director
2

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (2), the same phone number (2), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Alexander Beard Investment Management

Other firms of the same type (financial adviser), nearest first.

In Ellesmere Port

Avista Financial Planning LtdEllesmere PortAuthorisedBlackbear Financial Group LtdEllesmere PortAuthorisedAlexander Beard Ltd.Ellesmere PortAppointed representativeClear Cut Financial Planning LtdEllesmere PortAppointed representativeIronform Financial LimitedEllesmere PortAppointed representativeWarden Wealth Management LimitedEllesmere PortAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Alexander Beard Investment Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 56 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Alexander Beard Investment Management Limited FCA authorised?
Yes, Alexander Beard Investment Management Limited (FRN 225566) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Alexander Beard Investment Management’s phone number and website?
The FCA register lists the phone number 0151 346 5460 and the website abg.net for Alexander Beard Investment Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms, one of which is no longer authorised.
Is Alexander Beard Investment Management a scam or clone?
Alexander Beard Investment Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Alexander Beard Investment Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Alexander Beard Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Alexander Beard Investment Management?
Alexander Beard Investment Management is owned by Alexander Beard Group Of Companies Limited, which holds 50–75% of shares, 50–75% of votes and held through a firm, since 15 May 2019. Before that, it was controlled by Alexander Beard Wealth LLP, Mr Andrew James Macintyre Moore and Mr Paul Beard.
Who runs Alexander Beard Investment Management?
Companies House lists 3 directors of Alexander Beard Investment Management: Anita Monica Brennan, Elizabeth Louise Evans and Andrew James Macintyre Moore.
How long has Alexander Beard Investment Management been in business?
The company was formed on 15 May 2001, and has held its current FCA authorisation since January 2004.
What do Alexander Beard Investment Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £249k (+1.2% from £246k) and cash at bank of £463 (−89% from £4,349).
Does Alexander Beard Investment Management use any other names?
It trades as alexander beard ltd. … an international employee benefits consultancy, alexander beard ltd. ... an international expat advisory firm and alexander beard ltd. ...home of the Alexander Beard International Retirement Plan. It has previously used 11 other names, including Lepretre & Partners Limited, Alexander Beard and Alexander Beard Expat and Emigration Division.

Sources and links

The full report on Alexander Beard Investment Management Limited

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