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.

Specialisms

  • Inheritance Tax
  • Trusts
  • Cashflow Forecasting
  • Retirement Planning

qualifications

  • 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

On an ideal weekend I can be found:
Either in the garden, playing music or walking in the countryside
My favourite holiday destination/activity is:
Sailing around my favourite Greek islands
An interesting fact about me is:
I have a master’s degree in modern history and I am qualified to captain yachts
London regional office:
Craven Street Wealth
Suite G08-G09
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

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    Craven Street Wealth
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