About Paul
Paul Taylor is a Chartered Financial Planner and Certified Coach who helps financial advisers improve how they perform, communicate and add value.
After a successful career in financial planning, Paul founded Plateau Coaching to bring together two disciplines the profession often keeps separate: technical financial advice and the human principles of coaching.
His work helps advisers improve the conversations, processes and behaviours that shape better client outcomes.
Experience built inside financial planning
Paul’s coaching is shaped by more than two decades inside financial services and the real situations advisers face.
His experience includes 25,000 calls, meetings with more than 1,000 business owners and building over £100 million in assets under management at a young age.
Today, Paul combines this practical experience with professional coaching to help advisers perform better, communicate more effectively and add greater value to their clients.
Paul’s philosophy
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Explore
Understand the adviser, their clients, their business, their challenges and the opportunities they may be missing.
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Embrace
Create a clearer process, proposition or plan of action that helps the adviser perform better and add more value.
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Execute
Support the adviser to apply the thinking in real meetings, real client conversations and real business development situations.