Paul Everitt
analyst
professionally
Paul is an analyst, 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
