SPEAKERS

Paul has been in financial services since 2001, achieved his Chartered Financial Planner status in 2008 and is a Fellow of the Personal Finance Society.

He is a certified coach and is the founder of Plateau Coaching. Paul is an active mentor and coach to financial planners and helps his financial services clients lead more satisfying and contented lives. 

Paul made approximately 20000 warm calls to small to medium-sized business owners between 2005 & 2016, leading to nine figures of AUM underpinned by comprehensive coaching and financial planning. 

This approach made Paul focus on the skills required to build trust and create impact that he feels are not adequately taught to the future financial planner.

He feels that the future financial planner must reassess their skills development if they are to have an impact, add value and inspire action in the future consumer. 

He asserts that personal financial planning must be far more personal than financial and that success for future planners hinges on their capacity to communicate in a compelling way that builds connection with people and connects those people to their future selves.

Paul describes himself as a regular guy approaching midlife. He has three young children, is married to an American, is a keen golfer, youth football manager, loves the outdoors, and, like everybody else, is trying to be effective at making a difference in his professional life.