Beth Thorpe
Senior Financial Planner – Wealth Planning
Beth is a Senior Financial Planner in the Wealth Planning team, responsible for supporting the development of comprehensive financial plans tailored to the unique needs of our clients. She brings over 16 years of experience in Wealth Planning and plays a key role in delivering bespoke advice and strategic planning solutions.
Prior to joining the Group in 2020, Beth led the paraplanning team at a successful start-up in the City, where she was instrumental in building and managing the firm’s planning processes. She holds the CII Diploma in Financial Planning and has a strong track record of delivering high-quality client service and technical expertise.
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