Bethany Winget
I build trusted, long-lasting relationships with my clients, helping them grow and preserve their wealth through holistic financial planning across retirement, investment, tax, and protection planning. I support my clients by ensuring they have a clear path towards achieving their financial objectives.
About
I work with my clients to identify their financial priorities and create bespoke plans that enable them to achieve their goals in a focused, tax-efficient manner. With a background in chemistry, insurance and in high-growth startups, I bring an agile and adaptable approach to financial planning. My focus is on building lasting relationships with my clients, ensuring each plan remains aligned as their needs evolve over time.
Outside of work, I enjoy running with my dog on Hampstead Heath and spending time with friends and family.
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. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
