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.
- 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
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
Written by Bethany
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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.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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