Peter Donaldson Email & Phone Number
Regional Director @ Mattioli Woods plc
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Donaldson Location
- Sheffield, GB
Peter Donaldson Work
- 2026 -now Regional Director @
- 2025 -2026 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 Regional Director at Mattioli Woods. Peter Donaldson brings experience from previous roles at AFH Wealth Management and 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.
Looking for a different Peter Donaldson?
Find contact details for 700 million professionals.
Others Named Peter Donaldson
Peter Donaldson
Senior Mechanical Design Engineer
Atlanta, GA, US
Peter Donaldson
Senior Software Engineer
Harvard, MA, US
Peter Donaldson
Managing Director
Liverpool, GB
Top Mattioli Woods plc Employees
Peter Coleman
Group Managing Director (Delivery)
Bristol, GB
Laura Newman
Non Executive Director
Southampton, England, GB
Bob Woods
Founder and Senior Adviser
Leicester, GB
Ed Watling
Head of Health and Wellbeing
Glasgow, GB
Paul Woolston
Regional Director - South
Waltham Abbey, GB
Sheelagh Bailey
Chief Information Officer
London, GB
Iain McKenzie
Chief Operating Officer
Leicester, GB
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co