Bryony Evans
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Bryony Evans Email & Phone Number

Director and Independent Financial Adviser at RMI Independent Financial Advisers
Location: Market Harborough, England, United Kingdom 5 work roles 7 schools
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Role
Director and Independent Financial Adviser
Location
Market Harborough, England, United Kingdom
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Who is Bryony Evans? Overview

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Quick answer

Bryony Evans is listed as Director and Independent Financial Adviser at RMI Independent Financial Advisers, a company with 7 employees, based in Market Harborough, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Bryony Evans.

Bryony Evans previously worked as Director & Independent Financial Adviser at Rmi Independent Financial Advisers and Account Manager/Senior Paraplanner at Rmi Independent Financial Advisers. Bryony Evans holds Advanced Diploma In Financial Advice, Financial Planning And Services from Ifs University College.

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RMI Independent Financial Advisers

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Profile bio

About Bryony Evans

As a Director and Independent Financial Adviser at RMI, I have over 15 years of experience in providing clear, effective, and tax-efficient solutions for both business and private clients. I specialise in investment, pension and protection planning, and I have a minimum investable asset requirement of £200,000 for my clients.I am a Chartered Member of the Chartered Institute for Securities & Investment, and I hold a Level 6 Advanced Diploma in Financial Advice. I am also a certified Cyber Essentials Plus practitioner. My mission is to simplify financial planning for my clients, save them tax, stick to their plan, and use cashflow modelling to bring their goals to life. I work with a great team of professionals who share my values and vision.

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RMI Independent Financial Advisers
Rmi Independent Financial Advisers
Director and Independent Financial Adviser
Market Harborough, GB
Website
Employees
7
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5 roles · 24 years

Bryony Evans work experience

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Director & Independent Financial Adviser

Current

Market Harborough

RMI is a firm of Independent Financial Advisers based in Market Harborough, operating throughout the UK. Dedicated to providing clear, effective, and tax efficient solutions in all areas of financial planning for both business and private clients.We use independent leading edge technology to deliver whole of market solutions that are central to our clients.

Jan 2012 - Present

Account Manager/Senior Paraplanner

Market Harborough

Responsible for managing a large and expanding client account which included;Attending client meetingsReport writingCompliance workPortfolio analysisProduct/provider researchResearch and Implementation of RDRResearch and installation of back office system

Feb 2009 - Dec 2011

Paraplanner

Fehnert Financial Services Ltd
Jul 2007 - Feb 2009

Financial Administrator

Kefs

Yatton

2002 - 2004 ~2 yrs
Team & coworkers

Colleagues at RMI Independent Financial Advisers

Other employees you can reach at rmi-ifa.co.uk. View company contacts for 7 employees →

7 education records

Bryony Evans education

Advanced Diploma In Financial Advice, Financial Planning And Services

Taxation, Trusts & Tax Compliance Managing Investments Wealth Management Services Pension Transfers Later Life Planning & Advice

Diploma For Financial Advisers, Financial Planning And Services

Financial Services Regulation and Ethics (FRSE) This explores the environment within which the financial services industry operates and.

Certificate For Financial Advisers, Financial Planning And Services

UK Financial Services and Regulation Investments and Risks Principles of Investment Investment Products

Ro5 - Financial Protection

Chartered Institute Of Insurance (Cii)

Developing knowledge and understanding of and ability to analyse financial protection planning issues.

Cf2 - Investment & Risk

Chartered Institute Of Insurance (Cii)

Developing an understanding and knowledge of investment products and the risks involved.

Cf1 - Uk Financial Services & Regulation, Financial Planning And Services

Chartered Institute Of Insurance (Cii)

Developing an understanding and knowledge of the financial services industry including regulation and legislation.

Bachelor Of Arts (Ba), Design Management & Innovation

Activities and Societies: Chairperson of DMU Student Society & Student Support Officer for a number of Halls of Residences at the University

FAQ

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What company does Bryony Evans work for?

Bryony Evans works for RMI Independent Financial Advisers.

What is Bryony Evans's role at RMI Independent Financial Advisers?

Bryony Evans is listed as Director and Independent Financial Adviser at RMI Independent Financial Advisers.

Where is Bryony Evans based?

Bryony Evans is based in Market Harborough, England, United Kingdom while working with RMI Independent Financial Advisers.

What companies has Bryony Evans worked for?

Bryony Evans has worked for Rmi Independent Financial Advisers, Fehnert Financial Services Ltd, and Kefs.

Who are Bryony Evans's colleagues at RMI Independent Financial Advisers?

Bryony Evans's colleagues at RMI Independent Financial Advisers include Paul Eason Bsc Chartered Msci, Alana Eason, and Emma Needham Cemap.

How can I contact Bryony Evans?

You can use AeroLeads to view verified contact signals for Bryony Evans at RMI Independent Financial Advisers, including work email, phone, and LinkedIn data when available.

What schools did Bryony Evans attend?

Bryony Evans holds Advanced Diploma In Financial Advice, Financial Planning And Services from Ifs University College.

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