Summary
Overview
Work history
Education
Skills
Personal
Accomplishments
Timeline
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Nicholas Evans

Cheltenham,Gloucestershire

Summary

Chartered Financial Planner with over 7 years’ experience delivering holistic financial advice. Joined Attivo in 2017 and progressed through successive roles to Chartered status, reflecting strong technical expertise and a client-first ethos. An Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII), with a proven track record in managing £40–50 million in client assets. Capable of building trusted, long-term relationships and delivering tailored advice that brings financial clarity and peace of mind.

Overview

11
11
years of professional experience

Work history

Chartered Financial Planner

Attivo
01.2023 - 08.2025
  • Deliver holistic, client-focused financial advice across retirement, investment, tax, and estate planning strategies.
  • Lead client meetings with technical precision, creating bespoke plans aligned to life goals.
  • Maintain Chartered status and act as a technical authority within the firm.

Financial Planner

Attivo
01.2021 - 01.2023
  • Provided regulated advice on pensions, investments, protection, and tax planning.
  • Conducted financial reviews, risk profiling, and cashflow modelling to support robust recommendations.
  • Worked closely with paraplanners and compliance teams to ensure high-quality, FCA-compliant advice.

Trainee Financial Planner

Attivo
01.2019 - 01.2021
  • Completed CII Advanced Diploma studies while shadowing senior advisers.
  • Prepared financial plans, technical reports, and recommendations under supervision.
  • Developed deep technical knowledge in investments, tax, and pensions.

Relationship Manager

Attivo
01.2018 - 01.2019
  • Acted as main contact for high-value clients, ensuring proactive service.
  • Fostered strong professional relationships to drive loyalty and satisfaction.
  • Supported advisers in delivering comprehensive financial planning strategies.

Client Engagement Coordinator

Attivo
01.2017 - 01.2018
  • First point of contact for prospective clients; facilitated onboarding and fact-finding.
  • Managed communications and service queries to support retention and growth.

Assistant Branch Rental Manager

Enterprise Rent-A-Car
01.2015 - 01.2017
  • Managed operations, team leadership, and performance optimisation.
  • Increased revenue through fleet management and rate strategies.

Education

BSc (Hons) - Sports Management

Bournemouth University
Bournemouth
09/2010 - 05/2014

Skills

  • Retirement & Pension Planning
  • Tax Planning
  • Estate & Trust Planning
  • Investment Strategy
  • Cashflow Planning
  • Relationship Management

Personal

Active sportsman, valuing the discipline, teamwork, and leadership developed through sport. Dedicated father of two young children, committed to providing them with the best opportunities through professional and personal efforts.

Accomplishments

Chartered Financial Planner
Advanced Diploma in Financial Planning

Diploma in Financial Planning
Associate – Personal Finance Society


Advanced Financial Planning (CII):
- Personal Tax and Trust Planning
- Investment Planning
- Financial Planning Process
- Pension Transfers

Timeline

Chartered Financial Planner

Attivo
01.2023 - 08.2025

Financial Planner

Attivo
01.2021 - 01.2023

Trainee Financial Planner

Attivo
01.2019 - 01.2021

Relationship Manager

Attivo
01.2018 - 01.2019

Client Engagement Coordinator

Attivo
01.2017 - 01.2018

Assistant Branch Rental Manager

Enterprise Rent-A-Car
01.2015 - 01.2017

BSc (Hons) - Sports Management

Bournemouth University
09/2010 - 05/2014

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