Bethany Turton
Senior Manager & Chartered Financial Planner
Professionally
Bethany joined the firm as a Trainee Financial Planner in 2019 after completing her master’s degree at the University of Kent. Based in Canterbury, 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, providing trusted financial advice in Canterbury.
She enjoys building meaningful relationships with her clients and applying her technical knowledge to create positive outcomes, delivering clear and practical financial guidance from the Canterbury office.
- 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)
Written by Bethany
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