BA

Bethany Allcock

Protection Adviser

E-MAIL
bethany.allcock@dunham-mccarthy.co.uk
EXTENSION
2116

Bethany brings a strong background in sales, particularly from the motor trade industry. Her sales experience has equipped her with the skills to build client relationships and provide sound financial advice. Bethany is eager to leverage her expertise to help individuals achieve their financial goals.

Education and Biography

TRAINING

Bethany holds a solid educational foundation from studying Law at Staffordshire University. Her blend of sales experience and legal knowledge positions her to excel as a protection advisor. In her previous roles, she has demonstrated a keen understanding of sales compliance, ensuring adherence to industry regulations. Bethany has worked within environments regulated by the Financial Conduct Authority, where she developed a strong commitment to ethical standards and regulatory compliance. Her experience with FCA regulations ensures she is well-prepared to navigate the complexities of protection advising. Driven and knowledgeable, Bethany is dedicated to assisting clients in reaching their financial aspirations while maintaining the highest standards of compliance and integrity.

SPECIALISMS

Bethany brings a wealth of transferable skills to her role as a protection advisor. Her background in sales has honed her ability to communicate effectively and build strong, lasting relationships with clients. She excels in understanding client needs, providing tailored solutions, and ensuring customer satisfaction. Her legal education has instilled a meticulous attention to detail and a thorough understanding of regulatory requirements this ensures that she can offer trustworthy and reliable financial advice. These skills make Bethany exceptionally well-equipped to guide clients toward their financial goals.

HOBBIES

Bethany is family-oriented and cherishes quality time with her loved ones. She has a passion for traveling and exploring new places, enjoying the immersion into different cultures and experiences. Additionally, she loves shopping and discovering unique items for her collection. Bethany is a well-rounded individual who values family, adventure, and indulging in retail therapy.

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Meet The Team

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LIZZIE CARTLIDGE

Estate Planner

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URSULA MINSHALL

Head of Estate Planning

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LEWIS FULLER

Protection Adviser

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MARTYN HEATH

IT Manager

Contact Dunham McCarthy

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Home Leigh, New Garden Street, Stafford, ST17 4AG
enquiries@dunham-mccarthy.co.uk
01785 336222

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Regulated by the Institute of Professional Willwriters. Registered in England and Wales Company Number 08290617. 

Copyright © Dunham McCarthy 2022

Bethany Allcock

Bethany Allcock