Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Bethany began her career in the Financial Services sector in 2012 as an IFA Administrator and since then has eagerly progressed gaining valuable knowledge.
Bethany is PA to two of our Financial Advisers, handling all general investment administration along with business processing. Alongside her main role, she keenly supports our paraplanning team. She prides herself on her organisational skills and enthusiastically undertakes assigned tasks.
Bethany is currently in the process of training to become a Technical Consultant and is keen to expand her knowledge even further.
Outside of work Bethany enjoys spending time with her family and friends, hiking activities and photography.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.