Paul Lanigan FPFS

Enthusiast
DISC Type : i

Senior Regional Leader at Mercer

Worthing, England, United Kingdom

Overview

Paul Lanigan is a Senior Regional Leader at Mercer Private Wealth with 32 years of experience leading advisory-facing teams. His expertise spans wealth management, platform distribution strategy, and tax-efficient investing, including IHT and EIS solutions. He holds the prestigious Fellow of the Personal Finance Society (FPFS) designation.

He describes himself as a passionate and selfless leader dedicated to nurturing talent and creating a safe, authentic environment for his team to grow. Paul is family-oriented and actively supports the career development of those around him, including his son and professional contacts.

Unique fact: Paul holds the FPFS designation, which is the highest qualification awarded by the Personal Finance Society.

Personality Overview

Consensus Focused

Optimistic

Amiable & Agreeable

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Authentic Leadership
Believes in being a "real" leader, creating a safe environment to "do and be different, " and helping team members become future leaders.
Talent Development
His primary business focus is on nurturing talent, providing opportunities for growth, and treating everyone as an adult.
Tax-Efficient Investing
Has extensive experience with Inheritance Tax Solutions (IHT), Enterprise Investment Schemes (EIS), and Venture Capital Trusts from a previous role.

Media Appearances

Paul has no verified media appearances

Work History

3-2024
Senior Regional Leader at Mercer
2-2022 - 2-2024
Head of Global Sales at Chase Buchanan Private Wealth Management at Chase Buchanan
3-2021 - 12-2021
Distribution Strategy Director at Blackfinch Group
4-2019 - 12-2020
Head Of Region at Standard Life Aberdeen
3-2012 - 4-2019
Regional Platform Manager at Standard Life Aberdeen

Education

Education details unavailable from Worthing Sixth Form College

More Information

Social Presence :

Prographics :

Exp : 26 Location : Worthing, England, United Kingdom Job Level : Senior Designation : Senior Regional Leader at Mercer
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Maintain high, positive energy and convey confidence
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Paul

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Paul take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Paul

Personality Compatibility


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