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
2023.01 - 2025.08
- 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
2021.01 - 2023.01
- 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
2019.01 - 2021.01
- 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
2018.01 - 2019.01
- 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
2017.01 - 2018.01
- 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
2015.01 - 2017.01
- 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
2023.01 - 2025.08
Financial Planner
Attivo
2021.01 - 2023.01
Trainee Financial Planner
Attivo
2019.01 - 2021.01
Relationship Manager
Attivo
2018.01 - 2019.01
Client Engagement Coordinator
Attivo
2017.01 - 2018.01
Assistant Branch Rental Manager
Enterprise Rent-A-Car
2015.01 - 2017.01
BSc (Hons) - Sports Management
Bournemouth University
09/2010 - 05/2014