- About Us
Paul has over 27 years’ experience in the Financial Services industry. His career began in Intermediary Sales where, having built valuable ‘back office’ know-how and experience, he progressed to a Relationship Manager role and gained a deep understanding of operating in the Business to Business marketplace. Paul then moved into Private Wealth Management where he used his expertise, knowledge and client facing skills to proactively build, grow and maintain a portfolio of high net worth clients.
Paul has been a Training and Development Professional for over 12 years and brings the experience and credibility of a successful practitioner into his specialist fields of business development and retention, excellence in relationship management and client engagement, and driving performance and results through developmental management.
As well as Financial Services, Paul has spent a number of years consulting and training in the Professional Services sector which means he brings a wider perspective to the clients and audiences he works with, in terms of being able to share his knowledge and understanding of other professions and their best and different practices.
Paul’s ability to work at all levels within client organisations, across different sectors, distribution channels and jurisdictions, together with his experience of working with a wide variety of firms, has meant he has been involved in many high profile and successful training and development initiatives.
He has extensive international training experience and has led and delivered training programmes in London, Singapore, UAE, Switzerland, India, USA, Channel Islands and Ireland.
Paul’s natural ability to engage with and relate to his audience, together with an impactful delivery style and obvious enthusiasm for what he does, makes him an ideal choice for the delivery of skills-based training.