Paul is the Founder of BACK2Y, The Lifestyle Financial Planning Conference which he supports without any sponsorship or backing from product providers or investment institutions. There are no free lunches. No free pens. No free golf balls. No free iPhone chargers. Paul believes that, in a fee only world, Advisors need to break the shackles of the financial industry and create a service proposition that does not rely on the sale or implementation of a financial product. Advisors need to get ‘back to why’ they do the work they do: to take care of people and to help clients get and keep a great life.
Paul became a financial advisor in 1982. He started delivering ‘Lifestyle’ Financial Planning to WOW his clients in 1990 and built a small but highly profitable fee-based financial planning practice focused primarily on helping small business owners and retirees plan their escape and live a life of Riley.
After the sudden death of his Mum, he vowed to make ‘Life’s not a rehearsal’ his mantra and live life accordingly. He semi-retired at the age of 45 to start sailing his yacht ‘Spellbound’ around the world with his soulmate Lynn.
When he’s not sailing, Paul helps other financial advisors successfully transition to a Life Centered 'Lifestyle Financial Planning' model.
Paul launched ‘Inspiring Advisers’ in 2013: an online training programme to help advisors learn his methods in the comfort of their home or office. It is now a fast growing community of Lifestyle Financial Planners from the UK and around the globe.
Paul is the author of three books, two for Advisors: ‘The Financial Advisor’s Survival Guide – How to Succeed and Prosper in a Fee Only World’ and ‘The 7 Habits of Highly Successful Financial Planners – How to really matter in the lives of your clients’; and one for consumers.
Frustrated with the vested interests of the financial services industry, Paul believes it is time to start telling consumers what he calls ‘the truth about money’. His book ‘ENOUGH? How Much Money Do You Need for the Rest of Your Life?’ is helping consumers understand the difference between financial planning and financial advice and helps them reach out for proper financial planning.
Paul is passionate about changing clients and advisors lives through the successful delivery of PROPER life centered Financial Planning.