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.

R

STRATEGIC

R

PROFESSIONAL

R

LOYAL

A team of professionals

Bevans About us | NB Financial Solutions | Providing professional financial advice | Neil image

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.

Bevans About us | NB Financial Solutions | Providing professional financial advice | Neil image

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.

Bevans About us | NB Financial Solutions | Providing professional financial advice | Lorna image
Bevans About us | NB Financial Solutions | Providing professional financial advice | Lorna image

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.

Bevans About us | NB Financial Solutions |Providing professional financial advice | Bella image

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.

Bevans About us | NB Financial Solutions |Providing professional financial advice | Bella image

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.

Get in touch

At Bevans we provide a personal service building your financial confidence. We’re here every step of the way offering advice to help shape your future, so get in touch with us today and achieve financial freedom.

Telephone

01455 844262

Say Hello

Get in touch

At Bevans we provide a personal service building your financial confidence. We’re here every step of the way offering advice to help shape your future, so get in touch with us today and achieve financial freedom.

Telephone:01455 84426

Say Hello

Bevans Logo

At Bevans we specialise in providing a bespoke personal service for clients looking for advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.

Bevans is a trading style of NB Financial Solutions Ltd

NB Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA)

Registered in England and Wales No. 10095233

Registered Office

4 St Mary's Mews

Barwell

Leicester

LE9 8AY

Telephone: 01455 844262

Bevans Logo

At Bevans we specialise in providing a bespoke personal service for clients looking for advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.

Bevans is a trading style of NB Financial Solutions Ltd

NB Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA)

Registered in England and Wales No. 10095233

Registered Office

4 St Mary's Mews

Barwell

Leicester

LE9 8AY

Telephone: 01455 844262