Bethany Talks

Client Support

I joined Beyond Finance in June 2011 after completing a degree in Law. I provide cashflow planning and administrative support and particularly enjoy cashflow modelling and liaising with clients.

It is such a privilege to be part of our client’s journey from the first contact with Beyond Finance through to the regular annual planning reviews.

Over the past few years, it has become more and more apparent that Beyond Finance is not seen merely as a financial planning firm but as a team of trusted confidants who offer encouragement, reassurance and a listening ear.

It is a joy to be part of a team who support each other regardless of role and whose blend of gifts and skills help to make Beyond Finance the unique workplace that it is. I am married to Matthew, and we have two young children. In my spare time, I am involved in youth work at my local church, and I enjoy getting creative whilst designing homemade greetings cards.