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
  • Trusts


  • Advanced Diploma in Financial Planning (APFS)
  • Certificate in Financial Services: General Route (Cert CII)
  • Certificate in Financial Services: Life and Pensions (Cert CII)
  • European Financial Adviser Certification (EFA)
  • RQF Level 3 Award in Long Term Care Insurance


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:
Having a sunny alfresco brunch
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
Canterbury & Central Postal Address:
Graylaw House
20 - 22 Watling Street
Horsham Address:
Springfield House
Springfield Road
West Sussex
RH12 2RG
London & Registered Office Address:
3 Gough Square

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