Peter Coleman in

Peter Coleman

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Chief Executive Officer at Kingswood Group
📍 Bristol, England, United Kingdom

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.

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Experience
8 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
Bristol, England, United Kingdom
Personality Overview

How Peter shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Peter cares 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.
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Career

Work history

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

Media appearances

Permanent CEO Appointment – Peter Coleman named permanent CEO of Kingswood Group. Featured in London Stock Exchange
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Education
1987 - 1990
BSc (Joint Honours)
The University of Manchester
1980 - 1987
4-A-levels
Stretford Grammar
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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