About us

About ABFM

Our mission is to help 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.

At Arthur Beverly Financial Management 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.

If you would like us to meet with you to find out how ABFM can help you please feel free to contact us.

Our team

Arthur Beverly

Arthur Beverly | Director

My Job…
“My main job is to advise our clients. Because of the excellent support staff we have, I am able to spend most of my time face to face with our clients rather than being back in the office doing the admin bit. As well as giving financial advice, many of our clients use me as a sounding board and with my wealth of experience I can help them with ‘proven ideas’ that have worked for others.”

My likes…
“Barbequing, playing the saxophone and researching my family tree are high up on my list of things I enjoy.
For many years I was involved in youth work being a member of the Scout Association in the Glasgow area, achieving the position of Area Commissioner for Glasgow.”

Who I would like to meet…
“Would probably be Dale Carnegie. His book ‘How to Win Friends and Influence People’ remains the most influential book I have read. Also Harold Zlotnik who contributed to a tape recording called ‘The Broad Concept’. Although probably unknown to most people, this recording has helped me to get where I am today, without question.”

Jean Beverly

Jean Beverly | Director

My Job…
“My job entails attending to all the accounting, compliance procedures and administrative duties within the company.”

My likes…
“I like to keep fit by attending Zumba classes. I am also keen on Genealogy and so far have traced my family history back to the mid 1700’s ”

Who I would like to meet…
“My greatest wish would be to be able to spend just one more hour with my parents, to be able to say all the things which went unsaid when they were alive.”

Margaret Cromar

Margaret Cromar | Director

My Job…
“I look after all the research and preparation of Suitability Reports in respect of annuities, pensions and investments as well as controlling Arthur’s diary. I enjoy using the telephone to speak with our clients and associates at insurance companies. I strive to provide an excellent customer service to all of our clients. I joined the company in October 2007 having previously been with Commercial Union (now Aviva) and Prudential.”

My likes…
“My ‘spare’ time is devoted to bringing up my two children, and when I have the opportunity, I enjoy walking, reading, watching television and going out for dinner with friends.”

Who I would like to meet…
“I would most like to go for dinner with Ant and Dec as they are very funny and make me laugh every time I see them on television.”

Andrew Beverly

Andrew Beverly | Adviser

My Job…
“I am currently working towards gaining my professional qualifications with The London Institute of Banking & Finance, having completed my MSc in 2013. I deal with the Financial Protection side of the business, and spend my time both in the office carrying out product research, as well as outside of the office in client facing meetings conducting Fact Finds and Data Capture. I joined the company in October 2015 having previously been with Morgan Stanley and Brewin Dolphin.”

My likes…
“Outside of work, I play rugby for Cartha Queens Park, am a member of Glasgow Golf Club, and enjoy going out for dinner with friends and family. I am also the Scout Leader at The First Glasgow Scout Group.”

Who I would like to meet…
“I would most like to meet Henrik Larsson, as I idolised him when growing up, and admired his professionalism in all aspects of his career.”


The roots of Arthur Beverly Financial Management were planted in 1986 when Arthur returned from work in the Middle East, where he worked as a Chartered Quantity Surveyor, and decided to enter Financial Services as a self employed Sales Associate rather than return to the Construction Industry. He joined a large leading Insurance Company and received first class training in all the products that were available to the salesforce.

Branch management tempted for a while but the reduction in face to face contact with his clients and the restrictions naturally placed upon him by the Company (which was one of the reasons for joining Financial Services ) lured him back to self employment.

Then in 1995, the big jump came and he launched out as an Independent Financial Adviser rather than remaining as a tied agent to the one Insurance Company. Working from home as a Glasgow financial adviser and doing all the administration tasks himself, he found himself working long but satisfying hours. Nevertheless, it all became too much and Jean, Arthur’s wife, joined him in the business as his Administrator.

Things were really starting to take off now and Jean and Arthur decided to form a Partnership. They found offices in Milngavie and opened up for business in 2001. By 2002, more assistance was needed and additional staff were brought in to assist in the product research that was necessary to give the best advice to the growing client bank.

By 2007, even with this extra help, Arthur found himself doing more and more in the office rather than more and more with clients and because of that, Margaret joined them in the October of that year.

The latest big change to be made to Arthur Beverly Financial Management is the transformation to a Glasgow financial adviser Limited Company which is where it now stands. Arthur and his team of Jean, Margaret, and Andrew work closely together and all of them look forward to the future with eager anticipation of what might lie ahead.

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