At Arthur Beverly Financial Management we offer our clients advice with empathy, enthusiasm and energy – we call this “””e-advice”””. We get enthusiastic about our clients’ businesses and personal financial affairs. And we use our energy to help our clients’ put in place strong protection, investment and retirement planning arrangements.
But most important of all we endeavour to develop empathy with our clients, because we need to see things from their perspective.
107 West Regent Street
At Cornerstone we pride ourselves in offering a professional and all encompassing service
Pensions Auto-enrolment which commenced in October 2012 represents a challenge to all employers, for many SMEs establishing a company sponsored pension plan will be a new and daunting challenge. By combining our extensive knowledge of the pensions market with our understanding of the Auto-enrolment rules we are able to introduce solutions which will enable employers to introduce new pension arrangements with minimum disruption.
Our face to face employees communication will also ensure that their employees fully engage with the principles of Auto-enrolment and help them understand how to maximise their pension saving allowing them to enjoy a comfortable retirement.
Our objective is to offer a holistic service to Small to Medium size companies (SMEs). We recognise that SMEs require a wide range of advice on their employee benefits and that this advice could be direct to any of the employees.
Each individual in an organisation has unique requirements; this is reflected in our approach to bespoke client advice. We will tailor our recommended solution to the specific objectives of the individual.
Thereafter routine valuation reports and regular publications will keep clients up to date with financial products and markets, and our house view on such matters.
A large part of the work we do for clients is simply keeping in contact to communicate changes we consider to be in their best interests – it’s an ongoing process.
Behind the scenes there is a huge amount of research in respect of investment recommendations. In addition to the simple review of fund performance there are literally hundreds of meetings and discussions with the investment managers with whom we invest client money. This means we know what’s happening at any given time and can advise clients accordingly.
Final Salary Solutions
Group Income Replacement
Group Private Medical
Critical Illness Insurance
Inheritance Tax Advice
Established Financial Services business with over 30 years experience.
We offer a comprehensive and bespoke financial service for all your Mortgage, Financial Protection, Financial Planning needs, as well as arranging the introduction for Secured Loans.
All our financial advisors are dedicated to providing you with a tailor-made solution and providing outstanding quality of service. Out of hours is standard for us. We bring our business services to your home at a time that is suitable for you. This quality of service is backed up by state of the art technology which provides us with up to the minute information about the products and solutions that are right for you.
Vance Financial Management are here to offer you the best advice in managing your wealth. Whether it Investments, Inheritance Tax, Retirement or Pension Planning, rest assured that Vance Financial Management will give you friendly advice in managing all your financial affairs.