Bex Welthy

Based in our Ipswich office, Bex started working in the financial services industry in 2012, initially as an Administrator, before becoming a Paraplanner.  Since 2016, Bex has provided financial advice and wealth management to individuals, families, and business owners.  She has experience with working alongside solicitors and accountants to provide their clients with financial advice where required.

Bex enjoys helping clients to navigate their finances and often helps them through the hardest times of their lives, such as divorce or losing a loved one.  She has helped clients transition into their retirement, as well as throughout their working career, providing peace of mind that their financial plan is on track.  Bex says she treats clients as she would her own family and always ensures they fully understand what she is recommending.  She is currently working towards Chartered status.

Outside of work, Bex lives with her two dogs and enjoys various hobbies, including video games, gardening, music festivals and finding new places to walk her dogs. 

Bex's experience includes:

• Cashflow planning, providing peace of mind for clients who were approaching retirement and were unsure if they were able to retire  
• Helping a client through a divorce & liaising with their solicitor throughout the process
• Helping a client navigate her finances after her late husband passed away
• Navigating the most tax-efficient way of taking pensions where a client had a Lifetime Allowance issue
• Helping a family with their elderly relative who needed to go into a care home & finding out the best way to pay the care home fees
• Setting up investment plans for a family who wanted to start saving for their children’s future
• Assisting friends with their Life Insurance requirements and helping them to understand how to get on to the property ladder
• Reducing a client’s Inheritance Tax liability via Estate Planning
• Working with accountants to reduce their client’s tax bills.