BA (Hons) FPFS
Rose Evans is an Associate Financial Planner and joined Attivo in 2020. She is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
All Associate Financial Planners require a Diploma in Financial Planning to support in providing advice.
Technical Excellence
All Associate Financial Planners require a Diploma in Financial Planning to support in providing advice. Rose holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Rose holds the following Advanced Financial Planning Papers:
Financial planning: Rose builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: She designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: She structures wealth to protect assets, reduce tax exposure, and support succession.
Investment planning and Business financial planning: She develops portfolios that match objectives, risk tolerance, and time horizons.
