Peter Donaldson Email & Phone Number
Head of Financial Planning @ Redmayne Bentley LLP
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Peter Donaldson Location
- Sheffield, GB
Peter Donaldson Work
- Head of Financial Planning @ (September 2026 - Present)
- Regional Director @ (March 2026 - August 2026)
- Commercial Director @ (May 2025 - March 2026)
- Managing Director Growth @ (September 2024 - May 2025)
- Managing Director Partnership @ (July 2023 - October 2024)
- Divisional Director @ (November 2021 - August 2023)
- Divisional Director @ (November 2021 - June 2023)
- Senior Manager Strategic Wealth Distribution Transformation @ (March 2017 - October 2021)
- Head of Wealth Specialists @ (February 2014 - March 2017)
- Regional Director @ (March 2026 - Present)
- Senior Manager Pension Review Centre @ (June 2012 - February 2014)
- Senior Manager Business Review @ (October 2010 - June 2012)
- Regional Financial Planning Manager @ (September 2008 - October 2010)
- Area Commercial Financial Planning Manager @ (February 2005 - September 2008)
- Performance Development Manager @ Royal Liver Assurance (January 1998 - December 2004)
- Corporate Financial Adviser @ (January 1996 - December 1998)
- Independent Financial Advisor @ Halifax Independent Financial Advisers (January 1994 - December 1996)
- IFA @ FACTS Bolton Grey Limited (January 1990 - December 1994)
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 Head of Financial Planning at Redmayne Bentley LLP. Peter Donaldson brings experience from previous roles at Mattioli Woods, 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.
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Nick Sharrock
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Nick Bettison
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Keith Loudon
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Paul Keith-Jopp
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Danny Irmcert
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