Nick Evans

I am a committed professional within the financial services industry and am proud to be part of a fantastic team at Milestone Financial Planning. I pride myself in putting my clients at the heart of everything I do, providing sound, quality advice and always with their goals and aspirations as my number one priority. I consider myself to be calm, considered and caring, always listening to exactly what my clients are looking to achieve but also understanding and being mindful of their current circumstances. Investment strategy's are extremely important, whether it be for short, medium or long-term planning and this is even more imperative in these strange times in which we find ourselves. I head up the investment committee at Milestone Financial Planning and we review our portfolios on a regular basis, ensuring that clients can maximise their growth potential, with a particular specialism in ethical investing. Milestone Financial Planning are a very much forward-thinking financial planning practice and have a hands-on collaborative approach to investing our clients monies. I carry out a thorough assessment of what my clients attitude is to investing and ensure that we have a tailored portfolio of funds, for the individual's plans and needs. I work with clients of all ages and who are at varying stages of their financial journey, including young families, families planning for retirement, company directors looking for tax planning advice, clients in or at retirement, employees and employers with workplace pensions, clients wanting to mitigate their inheritance tax liability and undertake trust planning and clients with protection and insurance needs. When I am not focused on my clients, in my spare time, I love cycling and getting out into the beautiful countryside of Sheffield and Derbyshire. I also have a passion for music and play guitar in a local band.