Bethan JonesSenior Paraplanner
areas of expertise
- Report Writing
- Research & Analysis
- Compliance
- Day to day operations
qualifications
- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice
- Certificate in Long Term Care Insurance
Bethan has circa 20 years experience in financial services. An experienced paraplanner, qualified in financial planning, mortgage advice and long term care, Bethan has a great range of experience and knowledge. She also also worked within a number of leading financial advisers across the region bring great expertise to the Celtic Financial team.
Bethan will work alongside our team as a senior paraplanner, helping to lead our research, analysis and report writing operations.
Bethan is the latest member to join the team as we continue to grow to help serve clients across North Wales and in London at our new regional hub. Bethan was keen to work with a forward thinking firm of independent financial advisers that are directly authorised to give financial advice.
contact details
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