Peter Cottrell Email & Phone Number
Senior Financial Consultant @ Wesleyan
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Peter Cottrell Location
- England, United Kingdom
Peter Cottrell Work
- 2018 -now Senior Financial Consultant @
- 2013 -2018 Financial Consultant @
- 2005 -2013 Financial Planning Manager @ AXA Wealth
- 2004 -2005 Financial Advisor @
- 2001 -2004 Financial Advisor @ West Bromwich Building Society
Peter Cottrell Education
- Kingshurst CTC 1990-1992
- Coleshill High School 1986-1990
Peter Cottrell Skills
- Wealth Management
- Pensions
- Retirement Planning
- Investments
- Income Protection
- Financial Advisory
- Inheritance Tax Planning
- Retirement
- Wealth
- Financial Services
- Investment Advisory
- Portfolio Management
- Mutual Funds
- Relationship Management
- Critical Illness
- Protection
- Banking
- CII Level 4 qualified (Diploma)
- Competent Advisor Status
- Experienced in Pension transfers, Trustee advice and Inheritance tax planning
- Strategic Financial Planning
- Insurance
- Life Insurance
- Wealth Management Services
- Savings
- Holistic Financial Planning
- Finance
- High Net Worth Individuals
- Personal Financial Planning
- SIPP
- Fixed Annuities
- Financial Planning
- Mortgage Lending
- Pension Funds
- Sales
- Project Management
- Strategic Planning
- Leadership
- Experienced in Pension Transfers
- Cii Level 4 Qualified Diploma
- Trustee Advice and Inheritance Tax Planning
- Cii Level 4 Qualified
Peter Cottrell Summary
- Peter Cottrell, based in England, United Kingdom, is currently a Senior Financial Consultant at Wesleyan. Peter Cottrell brings experience from previous roles at Wesleyan Assurance Society, AXA Wealth, Portman Building Society and West Bromwich Building Society. Peter Cottrell holds a 1990 - 1992 Kingshurst CTC. With a robust skill set that includes Wealth Management, Pensions, Retirement Planning, Investments, Income Protection and more. Peter Cottrell has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Wesleyan Employees
Nathan Moss
Chairman
Itchen Abbas, GB
Elizabeth Jones
Head of Investment Strategy
Ullenhall, GB
Lucy Brooks
Head of HR
Cheltenham, GB
Caroline Craker
Head of Product
London, GB
Marco Wassink
CFO
London, GB
Mona Christensen
Head of Product and Proposition
United Kingdom
Manjinder Bains
Head of People Services
Coventry, GB
Darren Fox
Head of General Insurance
Nottingham, GB
Joe Curlett
Head Of Property
Birmingham, GB
Kristy Rowlett
Head of People Development and Culture
Birmingham, GB
Beckie Brown
Head of Growth Marketing
Cowes, GB
Faraz Tasnim
Chief Operating Officer
Swansea, Wales, GB
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