Bethany Turton

Chartered Financial Planner

0330 320 9280 bethany.turton@cravenstreetwealth.com

Professionally

Bethany joined the firm as a Trainee Financial Planner in 2019 after completing her master’s degree at the University of Kent. She became fully qualified in 2021 and has since achieved Chartered status – the gold standard in the industry.

As well as growing and looking after her own client bank, Bethany also co-advises with Tom Barnett on many of his new and existing clients.

She enjoys building meaningful relationships with her clients and applying her technical knowledge to create good outcomes for them.

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

In her spare time, Bethany enjoys looking after her garden – which mainly involves tending to numerous roses and trying to attract as many pollinators as possible! She also enjoys running and yoga, in addition to playing cello and piano.

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 crew yachts

Written by Bethany

Do Look a Gift Horse in the Mouth – Protecting your Loved Ones from Inheritance Tax on Lifetime Gifts

09 Dec 2024

Introduction With inheritance tax allowances largely unchanged over recent decades, and…

By Bethany Turton

Beware of the 60% Income Tax Trap

18 Oct 2023

A little-known tax rule means that individuals with adjusted net income of…

By Bethany Turton

The Role of Purchased Life Annuities in Retirement and Tax Planning

30 May 2023

Many people know what a conventional annuity is: a guaranteed income for…

By Bethany Turton

Gone but not Forgotten: Keeping Control of your Pension Benefits after your Death

01 Nov 2022

When you make death benefit nominations on your pension, you are indicating…

By Bethany Turton

0330 320 9280 info@cravenstreetwealth.com

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OX2 0JJ

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© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.

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Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE

0330 320 9280 info@cravenstreetwealth.com Registered Office Address:
Craven Street Wealth
3rd Floor
3 Gough Square
London
EC4A 3DE