Peter Coleman appointed Financial Planning and Strategy Director at Prudential Financial Planning

LONDON, 04-Jul-2017 — /EuropaWire/ — Prudential Financial Planning announces today the appointment of Peter Coleman to its executive management team as Financial Planning and Strategy Director. Peter, latterly CFO at life and protection specialist Lifesearch, will have responsibility for developing and delivering Prudential Financial Planning’s growth strategy, securing its position as one of the UK’s leading advisory firms. 

Announcing the appointment, Chris Haines, Chief Executive of Prudential Financial Planning, said: “We are a fast growing business with clear ambitions to secure a leading position in the advice market. As we enter a new phase of development, Peter brings to our business proven experience of managing advisory businesses and will lead our team of 300 adviser partners. Peter will be a valuable addition to our executive management team.”

Peter Coleman was also previously Commercial Director, CFO and CEO of Positive Solutions, responsible for leading the successful turnaround of the business to profitability and facilitating its acquisition by Intrinsic Financial Services in 2014.  Prior to Positive Solutions, Peter was CFO of Burn-Anderson Plc. He has also held a number of finance management roles at Ernst & Young LLP, Deloitte & Touche LLP and Arthur Andersen. Peter is a qualified Chartered Accountant.

Peter Coleman added: “Prudential has an unrivalled connection with savers and the successful launch of Prudential Financial Planning in 2012 demonstrates the underlying consumer need for financial planning in the UK. This is a perfect time to be joining the Prudential Financial Planning business as it shifts to a growth phase and looks to firmly cement its position in the advisory marketplace. I look forward to playing my part in helping secure this opportunity.”

Peter will take up his new role with Prudential Financial Planning in late June 2017.

Notes to Editors

Prudential Financial Planning provides personal financial advice tailored to clients’ individual requirements. Its advice philosophy is underpinned by a deep understanding of each client’s individual circumstances and their unique financial planning needs.

Advisers are qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers – known as a restricted advice service.  Advisers provide recommendations on investments and savings, retirement planning, income in retirement, protection, estate planning and, in conjunction with other organisations, access to legal and mortgage services.

SOURCE: Prudential

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Darragh Leeson

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