Redmayne Bentley appoints planning chief

Investment management and financial planning firm Redmayne Bentley, headquartered in Leeds, has appointed Pete Donaldson as head of financial planning as it continues to grow its financial planning service.

Pete brings more than 30 years’ experience across wealth management and financial planning, including senior roles with bank-based financial services businesses and independent adviser firms.

He spent a significant part of his career with HSBC, where he led regional and national teams and oversaw changes including the introduction of the bank’s first digital client journey and remote advisory teams.

Pete later joined Fairstone as managing director of partnerships, overseeing the onboarding and integration of firms and developing professional partnerships across the UK.

In his new role, Pete will support Redmayne Bentley’s continued investment in and development of its financial planning service.

He is also a chartered fellow of the Chartered Insurance Institute.

Pete said: “I am pleased to be joining Redmayne Bentley at such an exciting time for the business. 

“The firm has a strong reputation for delivering excellent client service and professional expertise, and I look forward to working with colleagues to help grow the service and support clients on their financial journeys.”

James Andrews, partner and director of investment management at Redmayne Bentley added: “Growing our financial planning business is a key priority for Redmayne Bentley and I am delighted to welcome Pete to the firm.

“He brings extensive experience of leading and developing financial planning businesses, helping advisers to succeed and improving services for clients. 

“His expertise will be invaluable as we continue to invest in our service and strengthen our offer in support of our long-term growth ambitions.

“Pete's leadership and strong track record will help us continue to develop our service in the years ahead.”

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