Peter Coleman

Trailblazer
DISC Type : ID

Chief Executive Officer at Kingswood Group

Bristol, England, United Kingdom

Overview

Peter is a growth-focused CEO in the wealth management and financial services sector with a history of successful business turnarounds. People who have worked with him describe him as an inspirational, dynamic, and analytical leader. He holds a BSc from The University of Manchester.

Outside of his corporate roles, Peter is passionate about supporting youth development. He was recently appointed as a Trustee for the Youth Adventure Trust, a charity he was first introduced to through corporate adventure races. He is an active supporter of their mission.

He has achieved two successful turnaround exits on behalf of shareholders, transforming a £10m loss into a profitable business in one instance.

Personality Overview

Persuasive

Charismatic

Assertive

They like to keep things under control.  They are charming and have the ability to align others behind their decisions. They do not mind taking risks and can make hard decisions, if necessary.

Topics They Care About

Business Turnarounds
He has a proven track record of leading companies from significant financial losses to profitability, resulting in two successful exits for shareholders.
Wealth Management
As the CEO of Kingswood Group, his career is centered on leading and growing wealth management and financial advisory businesses.
Client-First Strategy
He publicly emphasizes his commitment to the core objective of 'Putting Clients First' as a key platform for his firm's success.

Media Appearances

Permanent CEO Appointment – Peter Coleman named permanent CEO of Kingswood Group. Featured in London Stock Exchange

See Now

Work History

7-2024
Chief Executive Officer at Kingswood Group
6-2024 - 7-2024
Consultant at Pollen Street Capital
3-2021 - 2-2024
Chief Commercial Officer at Succession Wealth
6-2019 - 3-2021
Chief Commercial Officer (CCO) at Wealth Wizards
6-2017 - 5-2019
Financial Planning and Strategy Director at Prudential Financial Planning

Education

1987 - 1990
BSc (Joint Honours) from The University of Manchester
1980 - 1987
4-A-levels from Stretford Grammar

More Information

Social Presence :

Prographics :

Exp : 8 Location : Bristol, England, United Kingdom Job Level : Leadership Designation : Chief Executive Officer at Kingswood Group
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Insights For Selling To Peter

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Keep your pitch focused on the impact but nurture the relationship too
  • Display high self-confidence and expect them to have a strong personality.

DONT's

  • Do not look like someone who doesn’t know what they are talking about
  • Avoid unnecessary negativity or slowness
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Peter is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Peter

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Peter move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Peter take some risk or not?

  • They can take risks if necessary.

You And Peter

Personality Compatibility


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