Bethany Turton
Senior Manager & Chartered Financial Planner
Professionally
Bethany is a highly committed Chartered Financial Planner who has been with the firm since 2019 and enjoys providing tailored, clear and considered advice to help her clients achieve their goals with confidence.
She values building strong relationships with her clients and seeing the real-world benefit her financial plans create for them. Based in Canterbury, her aim is to offer advice that’s technically robust, thoughtful and genuinely aligned with the life her clients want to live.
Alongside her client work, Bethany mentors and supports trainee financial planners as they progress through their professional exams which she finds rewarding and reinforces a strong focus on technical rigour and best practice in her client work.
Bethany also believes that effective financial planning rarely exists in isolation. Over time she has built strong relationships with trusted legal and accounting professionals, enabling her to introduce clients to high-quality specialist support when needed. This joined-up approach helps ensure her clients feel confident and well supported across the wider picture.
- Inheritance Tax
- Trusts
- Cashflow Forecasting
- Retirement Planning
- RQF Level 6 Advanced Diploma in Financial Planning (APFS)
- RQF Level 4 Diploma in Regulated Financial Planning (DipPFS)
- RQF Level 3 Certificate in Financial Services: General Route (Cert CII)
- RQF Level 3 Certificate in Financial Services: Life and Pensions (Cert CII)
- RQF Level 3 Award in Long Term Care Insurance
- European Financial Adviser Certification (EFA)
Personally
Outside the office, Bethany keeps busy both mentally and physically. She sails when she can, plays the cello, and strength-trains several times a week, with yoga providing a welcome counterbalance.
She enjoys spending time outdoors, whether on long country walks or tending to her garden where roses take centre stage.
Bethany in the spotlight
Written by Bethany
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