Bethany Turton

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.

Bethany is a Chartered Financial Planner, Fellow of the Personal Finance Society (FPFS) and SOLLA (Society of Later Life Advisers) Accredited Adviser.  

Her approach brings together technical expertise, long-term relationship building and close professional collaboration. She supports younger clients as they navigate the opportunities and responsibilities that come with inherited or newly accumulated wealth, as well as helping individuals and families plan for retirement, later life and the financial implications of care. This breadth of experience enables her to provide holistic financial planning that evolves alongside her clients as their lives and priorities change. 

Bethany also works closely with solicitors and other trusted professionals to ensure her clients receive joined-up advice. Whether supporting attorneys acting under a Lasting Power of Attorney or working alongside solicitors on estate or trust administration, she believes collaboration leads to better outcomes and a smoother experience for everyone involved. 

Whether clients are investing for the first time, building or protecting wealth, planning for retirement, or preparing for future care needs, Bethany is able to provide high-quality advice that is technically robust, thoughtful and genuinely aligned with the life they want to live. Her goal is to build clients’ confidence and understanding while supporting them through some of life’s most important transitions. She considers it a privilege to develop lasting relationships founded on trust, empathy and expert advice.