Beth Wood

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Beth Wood
Financial Planner

Beth has worked in the financial services since 2013 and joined AVT in February 2017.   During this time, she works closely with financial advisors by carrying out research and writing suitability reports to support their recommendations.  After achieving the Diploma in Financial Planning, she is currently working towards Chartered Status.

“I am really delighted to have an opportunity to work for a Chartered Financial Planning Firm.   I work very closely with a team of extremely experienced financial advisers which builds upon my knowledge endlessly.  My main objective is to provide the best service I can, whilst continuously learning and widening my skill set as I go.  In my spare time I enjoy socialising with friends, travelling the world and trying new experiences.

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