Gretchen Betts's Location
Bridgend, GB
Gretchen Betts's Work
- Non Executive Director @ NextGen Planners
- Certified Financial Planner and Managing Director @ Magenta Financial Planning
- Certified Financial Planner @ Broadway Financial Planning Ltd
- Wealth Adviser and Financial Planner @ Towry
- Financial Adviser (DIP PFS) @ Clay Shaw Thomas
- Trainee IFA @ Grant Thornton UK LLP
- Data Input @ Nationwide Building Society
Gretchen Betts's Education
- Chartered Insurance Institute
Chartered Financial Planner
- Institute of Financial Planning
Diploma in Financial Planning (Financial Planning and Services)
2013 - 2014 - Chartered Insurance Institute
Diploma in Financial Planning (Financial Planning and Services)
2004 - 2009
- University of Wales Institute Cardiff
BA Hons (Ceramics)
1998 - 2001 - Swindon College
Art Foundation (Art)
1997 - 1998 - Malmesbury school
A Levels and GCSE (Various)
1990 - 1997
Gretchen Betts's Skills
- Pensions
- Inheritance Tax Planning
- Wealth Management
- Financial Planning
- Investment Advisory
- Retirement Planning
- Protection
- Event Planning
- Marketing
- Cash Flow Forecasting
Gretchen Betts's Summary
Gretchen Betts, based in Bridgend, GB, is currently a Non Executive Director at NextGen Planners, bringing experience from previous roles at Magenta Financial Planning, Broadway Financial Planning Ltd, Towry and Clay Shaw Thomas. Gretchen Betts holds a Chartered Financial Planner @ Chartered Insurance Institute. With a robust skill set that includes Pensions, Inheritance Tax Planning, Wealth Management, Financial Planning, Investment Advisory and more, Gretchen Betts contributes valuable insights to the industry. Gretchen Betts has 2 emails on RocketReach.
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