Advisers > Bethany Jane Smyth

Bethany Jane Smyth

Wealth Management Consultant, BA (Hons) DipPFS

Bethany was invited to join Prospera Wealth many years ago, and as a Wealth Management Consultant, provides a holistic, high level financial planning service to both corporate and private clients with bespoke, face-to-face advice. Bethany holds a First-Class Business Degree which was obtained from Keiser University, Florida, USA. Bethany has a keen interest in the financial sector, specifically in Taxation, and macroeconomics. On a personal level she is also interested in business law..

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Bethany Jane Smyth

About

As a Wealth Management Consultant of Prospera Wealth, she aims to provide both high quality and professional financial advice based on trust. Bethany is currently working towards achieving her Fellowship. The Fellowship awarded by the Chartered Insurance Institute (CII) is regarded as the highest level of qualification within the profession. Bethany believes that it is imperative to continue professional development at the highest level, to allow her to help achieve her client’s financial objectives and goals. Bethany prides herself in providing an exceptional level of service, and the majority of new clients are referred to her through personal recommendations and introductions from many professional services. Whilst hoping to build long standing relationships with not only her clients, but their families too, as she firmly believes in intergenerational financial planning.

Bethany also has the additional responsibility of forming part of the operational management team within Prospera and supports the overall operations within the business.

Bethany obtained her degree in West Palm Beach Florida and enjoyed many years both living and playing professional sport in the USA. Outside of work, she enjoys long walks in the peak district, both playing and watching several sports, and of course, spending time with her family.

Testimonials for Bethany

Bethany has been my financial adviser for just over a year, and her impact on my financial health has been profoundly positive. Her insights are sharp and tailored to my needs, ensuring I make informed decisions. Bethany's commitment and approachability make her a standout professional. I highly recommend her services to anyone looking to navigate their financial future with confidence.

Rajeev Rehan , IT Specialist, Bolton

Testimonials for Beth

Thoroughly professional, yet clear and approachable. I have been very pleased with their work, service and communication and, most importantly, the results have been very good in terms of my financial position. I definitely would have no hesitation in recommending them.

Mr Stuart Neale , UX Consultant, London

Testimonials for Beth

We have used Bethany at SJP for both my own investments and my husband’s investments and pension.She has always put our interests first by giving sound and trustworthy advice explaining everything and keeping us updated. The service and support has always been exceptional. I would not hesitate in recommending them to anyone.

Sally Mallender , Paramedic, Rotherham

Testimonials for Beth

Since our first meeting over a year ago I've always found Beth to be extremely knowledgeable on all aspects of pensions and investments, but she also has the ability to answer questions and explain everything in a way that is understandable; avoiding financial jargon and terminology, but never patronising. As I approach retirement, I am now finally relieved and confident that my financial affairs are in good hands.

John Greenhalgh, Company Director, York

Testimonials for Beth

The service I have received both as an individual client and as a business client from Prospera Wealth Management, in particular Beth Smyth has been first class. I have always felt that the advice given has been in the best interest of myself and my family to allow us to plan for a secure future. I have, and will continue to recommend Prospera Wealth Management to colleagues and friends.

Jonathan David Baines, Financial Director, Heanor

Testimonials for Beth

The advice, guidance and support that we have received during our time with Prospera has been of the highest quality and has already enabled us to achieve some of our goals. We have found them to be trustworthy and professional, always have our best interests at heart and would highly recommend them to anyone seeking financial advice.

Mr Paul Nash & Ms Joanne Jenkins , Artist, Sheffield

Testimonials for Beth

I have only been with this company for a few months but their way of working is so different to my previous experience. I have found them to be knowledgeable, approachable and have your interests at the centre of recommendations that are made. It is also reassuring to know they will be proactive in keeping me informed of the financial world and how any changes might impact on me.

Pamela Berry , Psychotherapist, Newport Pagnell

Testimonials for Beth

Beth is extremely knowledgeable and helpful. Her support and guidance in matters of pensions and ISAs for my partner, infant children and myself has been fantastic.

Dean Richards , Financial Controller, Whitchurch

Testimonials for Beth

The service, support and attentiveness I have received has always been exceptional. Nothing has been a problem to resolve or support me with and I would not hesitate in recommending them.

Sharon Jenkinson , Retired, Leeds

Testimonials for Beth

For many years we have not understood our pensions, to the point we were afraid to ask for help. Last year we were put in touch with Beth. She has been amazing! She has given us time to explain our concerns and what we would like for our future. She has also then given us time to digest and understand what she has said before making any decisions. Although we have only been with her for a year, our pension pot is already doing really well and we can now see our wishes and dreams coming into fruition!

Anthony Warren , Technical adviser, Billingshurst

Testimonials for Beth

I have and continue to recommend PWM. Their work and advice is always exceptional I feel supported every step of the way. My interests are their priority and their results are outstanding.

Anne Holmes, Retired, Doncaster