An Associate Partner Practice of St. James's Place Wealth Management

Jeremy Coltman Wealth Management

Jeremy Coltman

DIP IP PFA
Based in between Salisbury and Bath, I provide wealth management advice to clients in Stroud, Ross On Wye and the South West of England.

About

I have worked in the financial services industry for the past 30 years, I was previously an independent financial adviser for 15 years. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Outside of my business, I am a family man with twin teenage boys. I lived in Stroud for 25 years, but have more recently moved to Wiltshire. I enjoy the occasional round of golf, walking and eating out at local pubs and restaurants.

The advice I give is very dependent upon getting to know my clients well and understanding their requirements now and in the future.

My role is to help make it easier and simpler for you to manage your wealth, and I achieve this through personal face-to-face meetings in the comfort of your own home for wealth management advice that is designed to meet your specific requirements.

Together, we create a working plan, providing you with a clear direction towards meeting your financial objectives. We will continue our relationship, meeting regularly or phone calls if required to review and monitor your financial planning making changes as and when necessary.

Basing my service on these principles, I have built exceptionally strong, trusted and lasting relationships with my clients and regularly get referrals and recommendations from them.

If you would like a no obligation initial consultation, please contact me to arrange a suitable time for us to meet.

I very much look forward to working with you.

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Testimonials

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Jeremy has a wealth of experience in financial matters and has offered me sound guidance over the last few years. More than this, he is a good listener and accessible on a human level. This has resulted in my having a good understanding of his advice before making important financial decisions. Once...
Lyn |Monmouth

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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.