This week on The Financial Planning Podcast, Lewis Byford sits down with Bryony Evans, Director and Independent Financial Adviser at RMI Independent Financial Advisers. With 15 years of experience in co-founding and leading a reputable financial advice firm, Bryony shares her expertise on harnessing technology, fostering a strong team, and achieving operational success. Discover her strategies for creating happy clients, advisers, and staff, and learn about her dedication to encouraging more women to take on senior roles in the finance industry.

About Bryony Evans:

Bryony Evans, 38, is the Director and Independent Financial Adviser at RMI Independent Financial Advisers in Leicestershire, UK. A Chartered Member of the Institute for Securities & Investment (CISI), Bryony co-founded RMI 15 years ago. She excels in client care and operational success, using technology to enhance efficiency and satisfaction.

Living in Market Harborough with her two daughters, Bryony enjoys hot yoga, country walks, Sauvignon Blanc, and traveling. Recently nominated for several awards, including two from the Women in Finance Awards 2024, she is passionate about inspiring other women in finance and advocating for more women in senior positions.

Bryony is also dedicated to helping advisers navigate compliance, regulation, and exit strategies, particularly those looking to retire without needing a large consolidator. She is excited about the transformative potential of technology in the financial services industry, aiming to improve client outcomes and attract younger professionals.

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Connect with Bryony Evans: https://www.linkedin.com/in/bryony-evans-rmi/

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