Bethany joined the firm as a Trainee Financial Planner in 2019 after completing her master’s degree at the University of Kent. Working in financial services runs in her family, so it was natural for her to follow suit, and she very much liked the “human” aspect that comes with personal financial planning.
She builds client and professional relationships both on her own whilst also co-advising new and existing clients with Managing Director Tom Barnett.
Bethany is a big advocate of “green” investing and helping women feel more confident in taking agency over their personal finances.
- Inheritance Tax
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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