Peter Donaldson Email & Phone Number
Commercial Director @ AFH Wealth Management
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Peter Donaldson Location
- Sheffield, GB
Peter Donaldson Work
- 2025 - now Commercial Director @
- 2024 - 2025 Managing Director Growth @
- 2023 - 2024 Managing Director Partnership @
- 2021 - 2023 Divisional Director @
- 2021 - 2023 Divisional Director @
- 2017 - 2021 Senior Manager Strategic Wealth Distribution Transformation @
- 2014 - 2017 Head of Wealth Specialists @
- 2012 - 2014 Senior Manager Pension Review Centre @
- 2010 - 2012 Senior Manager Business Review @
- 2008 - 2010 Regional Financial Planning Manager @
- 2005 - 2008 Area Commercial Financial Planning Manager @
- 1998 - 2004 Performance Development Manager @ Royal Liver Assurance
- 1996 - 1998 Corporate Financial Adviser @
- 1994 - 1996 Independent Financial Advisor @ Halifax Independent Financial Advisers
- 1990 - 1994 IFA @ FACTS Bolton Grey Limited
Peter Donaldson Education
- Chartered Insurance Institute
Chartered Financial Planner (Financial Services)
1993 - 2011 - High Storrs School 1981 - 1986
Peter Donaldson Skills
- Pensions
- Wealth Management
- Retirement Planning
- Investments
- Financial Planning
- Savings
- Financial Advice
- Inheritance Tax Planning
- Mortgage
- Investment Advisory
- Sales Management
- Change Management
- Coaching
- Protection
- Strategic Planning
- Compliance
- Employee Benefits
- Portfolio Management
- Estate Planning
- Business Strategy
- Team Leadership
- New Business Development
- Retirement
- People Management
- Business Planning
- Financial Advisory
- Trusts
- Income Protection
- Wealth
- Operations Management
- Team Building
- Process Improvement
- Planning
- Customer Relations
- Insurance
- Banking
- Negotiation
- Business Analysis
- Strategic Financial Planning
- Management
- Mortgage Lending
- Relationship Management
- Financial Services
- Risk Management
- High Net Worth Individuals
- Wealth Management Services
- Project Planning
- Customer Service
- Critical Illness
- Strategic Financial
- Business Relationship Management
- High Net Worth
- Strategy
Peter Donaldson Summary
- Peter Donaldson, based in Sheffield, GB, is currently a Commercial Director at AFH Wealth Management. Peter Donaldson brings experience from previous roles at Fairstone Group Ltd. Peter Donaldson holds a 1993 - 2011 Chartered Financial Planner in Financial Services @ Chartered Insurance Institute. With a robust skill set that includes Pensions, Wealth Management, Retirement Planning, Investments, Financial Planning and more. Peter Donaldson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top AFH Wealth Management Employees
Peter Donaldson
Commercial Director
Sheffield, GB
Namrata Pandya
Independent Financial Advisor
United Kingdom
Andrew Harris
Investment Director
London, GB
Mike Cooke
Managing director AFH Bishops Stortford
Bishop's Stortford, GB
Joanne McIpd
HR Manager
Stoke Prior, England, GB
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