She began her career in Financial Services in January 2021 as a Paraplanner, following experience in an accountancy department after college. After qualifying as a Financial Planner in September 2024, Beth quickly built strong relationships with both existing clients and new ones seeking advice on retirement planning, investments, estate planning, and financial protection.
Beth holds the DipFA qualification and is committed to maintaining her professional knowledge by attending regular seminars, webinars, and workshops to stay ahead in the ever-changing financial landscape. In her role, she works closely with clients to understand their goals and create tailored strategies. Beth enjoys working with a diverse range of clients—from younger individuals looking to protect their families to senior clients planning how best to invest their hard-earned wealth.
What Beth values most is getting to know her clients, understanding their motivations, and presenting bespoke advice that provides clarity and confidence. Her aim is to simplify complex financial matters and help clients feel secure about their future.
Outside of work, Beth enjoys cooking and horse riding. Her weekends often include countryside rides followed by a home-cooked meal. She is also renovating her first home, learning new skills along the way—though plastering remains a challenge!
