Client login 01628 566 234
01628 566 234 Client login

Michael Everett

Graduate Trainee Financial Adviser

01628 566 234 michael@bpinvestment.com

About Michael

Having joined BPI in August 2024 as a graduate trainee financial adviser, I have now gained my Diploma in Financial Planning and continue to grow into my role as a financial adviser.

As my role develops, I continue to work with clients focusing on their holistic financial planning, pre- and post-retirement, to help them work towards their long-term goals.

On a day-to-day basis, I assist Peter with client meetings and produce suitability reports, conducting pension & investment research to ensure advice is clear, compliant, and aligned with client objectives.

Outside of work

Outside of work I enjoy living an active lifestyle while spending time with friends and family.

I play rugby at my local club, Amersham & Chiltern, as well as being an avid skier in winter.

Spotlight questions

On an ideal weekend, you can find me:

Playing rugby surrounded by friends

My favourite holiday destination is:

South Africa

My favourite song to play in the car is:

Weird fishes/Arpeggi - Radiohead

The first album I bought was:

Jason Derulo – Jason Derulo

If I could be any fictional character, I would be:

Popeye

If I could turn any activity into an Olympic sport, I would win a medal in:

Sleeping

When the dessert menu arrives, I’m looking for:

Key lime pie

The three qualities that draw me to new people are:

Smiley, resilient, and talkative

My pet peeve is:

Snoring!

The best gift I’ve ever received is:

A pair of skis

The three people at my dream dinner party would be:

Keanu Reeves, Francois Pienaar, and George Russell

The three small things that make my day better are:

Coffee, sunshine, and going to the gym

Three things I haven’t done so far include:

Skydiving, fishing, and travel to Asia
Qualifications
  • DipPFS - Personal Finance Society Diploma

    • SPS certificate

    All UK financial planners must hold a Statement of Professional Standards (SPS) issued by an accredited body. You can view Michael’s SPS here.

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