Arthur Beverly Financial Management
CALL 0141 956 5525Life Insurance, Health Insurance, Pensions & Investments
Wealth Management
Build, preserve and make the most of your wealth with independent financial advice tailored to your long-term goals. We’ll help you create a plan that gives you confidence for the future.
Pensions
Whether you’re starting a pension, reviewing existing arrangements or considering pension consolidation, we’ll help you understand your options and make informed decisions for retirement.
Investments
Every investment should have a purpose. We’ll help you build a portfolio that reflects your objectives, your timescales and the level of risk you’re comfortable taking.
Retirement Planning
Retirement isn’t just about having enough money, it’s about having the freedom to enjoy the lifestyle you’ve worked hard to achieve. We’ll help you plan for the years ahead with clarity and confidence.
“We find you to be a good communicator, patiently dealing with questions and helping us understand the background to your recommendations, when we naturally are prone to inaction or be skeptical.”
– JG, Strathblane
Protection
Life doesn’t always go to plan. Protection planning helps provide financial security for you and your loved ones should illness, injury or the unexpected affect your income, lifestyle or family’s future.
Ethical Investing
If it’s important to you that your money reflects your values, ethical investing helps you build an investment strategy that considers both your financial goals and the causes that matter most to you.
50
Years combined experience
Helping our clients grow in stature
To help them consolidate their successes in life but also to protect their loved ones in the event of them dying too soon, of living too long or circumvent the effects that ill health might bring to their wellbeing.
We offer you advice with enthusiasm, energy and empathy – we call this “e-advice”. We get enthusiastic about your businesses and personal financial affairs. And we use our energy to help you put in place strong protection, investment and retirement planning arrangements. But most important of all we endeavour to develop empathy with you, because we need to see things from your perspective.
You will be reassured to know that our clients tell us that they trust us with their financial affairs because we provide them with the three things they, and most probably you, want most. Firstly, our clients want a strong relationship with an independent adviser they can trust. Secondly, they expect leadership. And finally, they want creativity in their financial planning. In short – TLC.
In the same way, we place a great deal of importance on a long term relationship with you and work hard to win and maintain your trust as your Independent Financial Adviser.
Live for today, plan for tomorrow
Why ABFM?
Independent Advice
As independent financial advisers, we’re free to recommend solutions from across the market, helping you make informed decisions right for your circumstances and long-term goals.
Long-Term Relationships
Financial planning isn’t a one-off transaction. We work alongside our clients for many years, adapting plans as life changes and helping them stay on track for the future.
Personal Service
Every client is different. We take the time to understand your aspirations, concerns and priorities before creating a financial plan that’s tailored specifically to you.
Business Owners
From protecting your business and family to planning for retirement and extracting wealth efficiently, we help business owners make confident financial decisions.
Family Financial Planning
Whether you’re saving for the future, protecting loved ones or planning how your wealth will be passed on, we’ll help you build a financial plan around your people who matter.
Peace Of Mind
Good financial planning isn’t just about growing wealth. It’s about having the confidence that your finances are organised, your future is planned for and your loved ones are protected.