About Us
Bevans is the family name and reflects the personal nature of the service we provide
Professional financial advice
If you are looking for someone to take a genuine interest in you and your future, we might just be the adviser for you. We enjoy building working relationships with our clients and helping them shape their futures.
We specialise in providing a bespoke personal service for clients looking for financial advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.
STRATEGIC
PROFESSIONAL
LOYAL
A team of professionals
Neil Bevan
Independent Financial Adviser
Neil has a wealth of experience to draw from, having started in the industry in 1994. After practising as an Independent Financial Adviser for many years he established his own firm in July 2009. The firm has grown a client base of individuals who prefer an active working relationship with their adviser.
As the client base increased, Neil’s wife Lorna joined the business and together they enjoy providing a friendly approach to financial planning.
Neil is a keen golfer and is a member at Atherstone Golf Club. He also enjoys time with the family, either on holidays or walking with Bella, the family dog.
Neil Bevan
Independent Financial Adviser
Neil has a wealth of experience to draw from, having started in the industry in 1994. After practising as an Independent Financial Adviser for many years he established his own firm in July 2009. The firm has grown a client base of individuals who prefer an active working relationship with their adviser.
As the client base increased, Neil’s wife Lorna joined the business and together they enjoy providing a friendly approach to financial planning.
Neil is a keen golfer and is a member at Atherstone Golf Club. He also enjoys time with the family, either on holidays or walking with Bella, the family dog.
Office Manager
Office Manager
Lorna is married to Neil and joined the business in February 2017 after 16 years working for IBM. Here she worked in a number of roles including compliance, risk and IT security.
Prior to IBM Lorna worked at the Hinckley and Rugby Building Society as a mortgage advisor and branch manager, which gave her a knowledge of the financial services industry and customer service experience.
Away from the office Lorna enjoys baking, especially with her daughter Sophie and muddy family walks with Bella.
Office Manager
Independent Financial Adviser
Lorna is married to Neil and joined the business in February 2017 after 16 years working for IBM. Here she worked in a number of roles including compliance, risk and IT security.
Prior to IBM Lorna worked at the Hinckley and Rugby Building Society as a mortgage advisor and branch manager, which gave her a knowledge of the financial services industry and customer service experience.
Away from the office Lorna enjoys baking, especially with her daughter Sophie and muddy family walks with Bella.
Bella
General Dogs Body
Bella joined the family, and the practice, in October 2016 as an apprentice with no previous experience. Having said this, she has settled in nicely to her new position, which is under the desk. She enjoys being around people and as well as keeping her eyes on the office activity, she keeps an ear out for the post arriving.
Bella
General Dogs Body
Bella joined the family, and the practice, in October 2016 as an apprentice with no previous experience. Having said this, she has settled in nicely to her new position, which is under the desk. She enjoys being around people and as well as keeping her eyes on the office activity, she keeps an ear out for the post arriving.