Paul Everitt

Paraplanner

professionally

Paul is a Paraplanner, having worked in this role for 14 years with a further nine years’ experience as an IFA.

Paul provides support to an advisor and his responsibilities include product research and report preparation, along with several administration duties.

His role also involves analysis of a customer’s financial position, as well as providing advice on how to achieve their goals.

He also regularly liaises with clients to update them with the progress of their plans.

personally

When Paul isn’t at work, he spends a lot of time with his friends and family, as well as caring for his donkeys.

You may also spot Paul flying planes from time to time and having a splash at kayaking.

Paul in the spotlight

The three qualities that draw me to new people are:

Friendliness, kindness, and fun

My favourite song to play in the car is:

Sia – Never give up

Three things I haven’t done so far include:

Sky diving, gone into space, been to Antarctica

Meet the team

  • VIEW
    Alison Loder

    independent financial advisor

  • VIEW
    Andrew Roberts

    independent financial advisor

  • VIEW
    Andy Bowler

    training and development manager

  • VIEW
    Andy Morris

    independent financial advisor

  • VIEW
    Cameron Cunningham

    Administrator

  • VIEW
    Caroline Bancroft

    finance assistant

  • VIEW
    Ciaran Cunnane

    Administrator

  • VIEW
    Connor Tustain

    Independent Financial Advisor

  • VIEW
    Curtis Green

    Administrator

  • VIEW
    Dave Marler

    Managing Founder

  • VIEW
    Declan Malone

    Corporate Benefits Consultant

  • VIEW
    Ellie Andrews

    analyst

  • VIEW
    Gabrielle Wait

    analyst

  • VIEW
    Georgia Burgess

    compliance manager

  • VIEW
    Baylee Cannon

    Independent Financial Advisor

  • VIEW
    Greig Ross

    independent financial advisor

  • VIEW
    Hayley Smith

    Chief People Officer

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    Hugh Twigg

    Independent Financial Advisor

  • VIEW
    Jade Bates

    analyst

  • VIEW
    Jake Relton

    administrator

  • VIEW
    Jake Crossley

    Administrator

  • VIEW
    James Andrews

    Paraplanner

  • VIEW
    Joe Morris

    Administrator

  • VIEW
    Julian Palmer

    Chartered Financial Planner

  • VIEW
    Karen Thomas

    receptionist

  • VIEW
    Kath Watkins

    analyst

  • VIEW
    Lisa Armstrong

    Administrator

  • VIEW
    Kriss Elsdon

    Chartered Financial Advisor

  • VIEW
    Mike Marler

    Chief Financial Officer

  • VIEW
    Neil O’Connell

    analyst

  • VIEW
    Nikki Charley

    Client Steward

  • VIEW
    Noah Morris

    Analyst

  • VIEW
    Paul Everitt

    Paraplanner

  • VIEW
    Ryan Carter

    Director

  • VIEW
    Scarlett Marler

    Chartered Financial Advisor

  • VIEW
    Simon Hall

    independent financial advisor

  • VIEW
    Stephanie Nisbet

    administrator

  • VIEW
    Surjit Johal

    Analyst

  • VIEW
    Tammy Bloxham

    chief executive officer

  • VIEW
    Tom Batchelor

    Independent Financial Advisor

  • VIEW
    Wayne Collard

    Chartered Financial Planner

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