Paul Taylor

I help my clients lead financially secure and contented lives while creating a meaningful and lasting legacy for their beneficiaries through my Wealth Management Programme. With nearly 25 years of experience in financial services, I’ve dedicated my career to supporting value-driven families as they navigate the complexities of building, preserving, and transferring wealth. My approach is grounded in personal experience. I’m a proud parent of three, and I understand the importance of supporting a family unit to thrive. That principle lies at the heart of the work I do with clients.

Over the years, I’ve developed a unique wealth management framework shaped around the key stages of financial life...

It begins with the acquisition of wealth, where individuals develop and apply their talents—often through entrepreneurial ventures—to build their financial foundation. From there, the focus turns to preservation: ensuring that wealth supports the lifestyle clients desire both now and in the future. As families grow and mature, protection becomes essential. This involves ensuring the smooth and tax-efficient transfer of assets to the next generation. Preparing beneficiaries to become responsible stewards of that wealth is equally important. Legacy isn’t just about money—it’s about values, knowledge, and the family story that shapes financial success. Ultimately, the true goal is enjoyment: making sure wealth allows clients and those they care about to lead meaningful, fulfilled lives.

Each client relationship begins with a conversation to understand whether our Wealth Management Programme is the right fit. Discovery then follows—a reflective process that uncovers your vision for the future, your goals, and what matters most to you. We assess your current financial and family position in detail, identifying any obstacles or concerns that might prevent you from achieving your objectives. From here, we design a financial plan that aligns with your lifestyle, values, and long-term aspirations. The plan is built to be robust, flexible, and stress-tested to handle the unexpected.

Our relationship doesn’t stop at planning. I work in partnership with my clients to implement every agreed-upon action, coordinating with other professionals and family members when necessary to ensure a cohesive approach. And because life is constantly evolving, I maintain regular, meaningful contact to review progress, refine strategies, and provide support through transitions. I view every client journey as an ongoing relationship, one that adapts and grows over time.

Throughout this process, I am supported by True Potential’s award-winning technology. It enables me to deliver clear, convenient, and responsive advice, while giving clients 24/7 visibility into their financial world. It’s a seamless platform that brings clarity and confidence, reinforcing my commitment to delivering a high standard of service.

My purpose is to be a trusted partner throughout your financial life, helping you stay focused on what truly matters—whether that’s financial independence, protecting your family’s future, or leaving a lasting legacy built on more than just money.

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