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Arthur Beverly Financial Management

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Arthur Beverly Financial Management

Overview:

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 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 assitance was needed and Steven joined the company to assist in the product research that was necessary to give the best advice to the growing client bank.

By 2007, even with Steven’s 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 Limited Company which is where it now stands. Arthur and his team of Jean, Margaret, and Steven work closely together and all of them look forward to the future with eager anticipation of what might lie ahead.

Mobile Phone: +44 7740 985 725

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