Home › Financial Planners › Nick Evans

Based at

Amber River Shipman Wealth

Position

Chartered Financial Planner

Serving clients in

The Cotswolds, South West

Nick Evans

Chartered Financial Planner

Nick is a Chartered Financial Planner and Fellow of the Personal Finance Society, based in Cheltenham. He works with high-net-worth individuals from a wide range of backgrounds, with a particular focus on professionals and business owners who are actively building towards their retirement goals

Nick's core areas of expertise include tax and investment planning, retirement planning, cashflow modelling, and inheritance tax and estate planning. He is increasingly focused on supporting business owners with protection planning, profit extraction and planning for eventual exit or sale.

Nick takes particular satisfaction in problem-solving and in working collaboratively with clients to understand their individual and family circumstances, as well as their lifestyle goals. This enables him to deliver tailored, practical advice designed to help them achieve the lifestyle they aspire to.

Outside of work, Nick's kept busy by his two young children and a stubborn Border Collie. He enjoys playing cricket competitively and football more casually, and has a keen interest in watching most sports. Weekends are typically a balance of family time, dog walks and the occasional soft play session.

Expertise in

Talk to Nick, call Amber River today

Get in touch

Talk to Nick, call Amber River today

Get in touch

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Find out more about Nick and our Amber River Shipman Wealth team

Amber River Shipman Wealth is a leading wealth management firm based in Exeter, with an extensive presence across Southern England. We welcomed them to the Amber River Group in January 2021

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