Nicholas Evans BSc (Hons) DipPFS

Trainee Financial Planner

Nicholas is a Trainee Financial Planner and joined Attivo Financial Planning in 2017. Nicholas is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

Nicholas holds the Diploma in Financial Planning and also holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Investment planning.

Our Trainee Financial Planners are the first point of contact for new clients, meeting with them to understand their individual requirements, gather information and complete risk assessments. They communicate with providers to ensure our Financial Planners are fully prepared for all client meetings.