Nick Evans

Although I am experienced in all areas of financial planning

The areas I specialise in are:

• Pensions and Retirement Planning
• Investments
• Wealth Management
• IHT & Personal tax planning
• Life Insurance

My early career was spent in the banking sector and few years as an area manager for the functional skills department of a national training provider.

In 2016, I completed by Diploma in Financial Planning with Milestone Financial Planning and have since built a bank of fantastic clients, been instrumental in developing the business’s investment processes and I am now a Director and Shareholder of this fast growing and ambitious company.

Clients are at the heart of what I do, and I am committed to helping them achieve their long-term financial goals. Listening, problem solving, and a high level of industry and product knowledge are all vital in this profession. I have always hold myself to a high standard in these areas and continue to develop myself by working towards Chartered status.

We have a brilliant team of people who work hard to create a great client experience and help people achieve their financial goals.

In the office

My role in the office is varied, I am first and foremost a Financial Planner to my clients, but as a Director, I manage the business, its finances and regulatory responsibilities. I also head up our team of paraplanners and our investment committee. My main duties include:

• Providing advice and supporting my clients and their families, helping them plan their financial futures and building relationships which I hope will be long lasting
• Managing and developing the wider team
• Management and oversight of the company finances.
• Managing the regulatory responsibilities of the business as set by the FCA.
• Oversight of the technical team, ensuring they produce high quality and compliant research and recommendations.
• Working closely with our local business connections to offer a full financial service to clients

Why I love my job

As financial planners we are problem solvers, here to identify our clients’ current and future needs and provide the solutions to help improve their finances and quality of life both pre and post retirement. We get to meet and help people from all walks of life and I love hearing their stories as well as their plans for the future.

The team here at Milestone is fantastic and the atmosphere we create in the office is very positive. We are all very passionate about what we do and the enthusiasm we have for the job shows. This gives our clients peace of mind that they have people who really care, working for them and their finances.

My qualifications

• Diploma in Regulated Financial Planning (DipPFS)
• Certificate in the Tax and Legal aspects of business
• Ongoing qualifications towards Chartered status.

What I do outside work

My main interests outside of work are walking, sport and music. We have a young cocker spaniel who keeps us entertained every day. I’m a keen cyclist and beginner golfer, spending most of my weekends either riding in the peak district or losing balls around the golf course. I also play guitar in the local indie folk band.