At Jeremy Coltman Wealth Management, we are a father-and-son team dedicated to providing comprehensive, personalised financial advice to clients based in, but not limited to the Cotswolds and Wiltshire.

With years of experience and a commitment to building trusted, lasting relationships, we tailor our services to meet each client’s personal financial goals.

Whether you’re planning for retirement, managing investments, or navigating complex financial decisions, we’re here to guide you every step of the way. Your financial well-being is our priority, and we look forward to working with you to provide you with financial peace of mind.

About Jeremy

I have worked in the financial services industry for the past 35 years, having previously been an Independent Financial Adviser for 15 years.

I joined St. James's Place in 2015 and have been building the business up though client referrals, and from end of 2024 I am lucky to have one of my sons, Jordan join me who has been in the industry since 2016.

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

Together, we create a working plan, providing you with a clear direction to help 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.