About
As a Wealth Management Consultant with Prospera Wealth, she aims to provide both high quality and professional financial advice based on trust. Bethany is 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 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 other 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 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 country side, both playing and watching football, and spending time with her family and friends.