Professional Connections

The links below are to professional firms with whom Alexander Beard (USA) L.L.C have ongoing professional relationships.

Please click the link to access that particular firms website and contact us if you would like a personal introduction to any of the companies highlighted.


Nancy Rose Law

Estate Planning and Probate Attorney |

We recommend and work closely with Nancy Rose, Attorney at Law, to help our clients with estate planning issues. Nancy Rose brings premier training and authentic personal connection to her law practice. She graduated from Boalt Hall School of Law, University of California, Berkeley in 1980, where she was the Executive Editor of the Ecology Law Quarterly (one of the pioneer journals in environmental law). Her undergraduate degree from the University of Illinois at Champaign-Urbana is in Finance, with highest distinction, and she is also a California Certified Public Accountant (inactive), offering a holistic, comprehensive understanding of law, finance, taxes and accounting to her clients.


Shoreline Ventures Management LLC


Fred A. Thompson, CPA

CPA; tax saving strategies; audit protection


Learn more about Alexander Beard Group Worldwide

The group has 3 UK operating companies and 6 overseas companies:

Alexander Beard Wealth LLP (ABW)

Operating out of Head Office, Yorkshire and London, ABW is a financial planning, wealth management and investment advisory business and is an appointed representative of Alexander Beard Investment Management Limited.

Alexander Beard International Benefits B.V.

Launched 10 years ago, our international employee benefits business advises upon, implements and manages employee benefit services for international companies who have groups of employees in the UK and Europe. Its European office is headquartered in Den Bosch between Amsterdam and Eindhoven and we also operate through our UK and French offices as well as having country manager in Germany.

Alexander Beard Global Services

This company has two distinct divisions:

International Education & NGO’s

This business evolved from a 2005 acquisition to provide the Alexander Beard International Retirement Plan offering globally mobile educationalists, Charity and NGO staff, a flexible and mobile multi-currency retirement plan that they could take with them around the world.

Expatriate Services

This business operates from its head office in North-West England, through all our international offices, providing a range of financial planning services to globally mobile expats and a package of emigration related services for individuals and families emigrating overseas.