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.

Work with Paul

Paul’s philosphy

  • Explore

    Understand the adviser, their clients, their business, their challenges and the opportunities they may be missing.

  • Embrace

    Create a clearer process, proposition or plan of action that helps the adviser perform better and add more value.

  • Excecute

    Support the adviser to apply the thinking in real meetings, real client conversations and real business development situations.

Interested in working with Paul?