Paul Lucas

Vice President, Strategic & Technical Sales

Paul has worked in financial services for 30 years. His career includes Business Development Manager for a Pension Specialist and Sales Director of an IFA for 10 years. Paul has a wealth of experience in Learning & Development, with several senior roles including AEGON Scottish Equitable, Countrywide FS and more recently Quilter where he created and ran a highly successful technical training academy for advisers to qualify for Level 6 Chartered status, before joining BMO Global Asset Management in February 2021.

Paul is a life-long learner of not just technical content but also influence and persuasion skills. He has spent over 30 years and more than 10,000 hours studying the tools, strategies and techniques to present, persuade and sell ideas powerfully, confidently and convincingly. His passion for self-development led to his transition to a career in training and coaching roles where he has worked for the last 15 years.

With his ability to present complex financial planning information in an easy to understand format combined with a strong emphasis on turning technical knowledge into tangible results, his presentations and training are always high in demand. Paul is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is also qualified as practitioner in both NLP and MBTI.