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.
Jeremy Coltman

3rd Floor, 2 Kingsway, Cardiff, CF10 3FD

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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 decisions are made Jeremy acts quickly and efficiently to affect them. I thoroughly recommend him.
Lyn | Monmouth
This is just a quick note to thank you for all your help and assistance over many years. I am particularly grateful for your advice with regards to the critical illness cover which myself and my (then) husband took out 8 years ago and the fact that you recommended that I keep the cover following my divorce. We all live in our little bubbles and think that nothing bad is going to happen to us. However, a year following my divorce I was diagnosed with a benign brain tumour. Due to your prompting, the insurance company telephoned me and made me aware that I should make a claim. To my great surprise they paid out, allowing me to have funds to have a new kitchen and pay off my mortgage! As a single mother I am now in the position that I am secure in the knowledge that my daughter and I will have a roof over our heads should my health deteriorate in the future and I am unable to work.
Pilar Bevan | Stroud
Your home may be repossessed if you do not keep up repayments on your mortgage.
I was referred to Jeremy from a friend at work about 10 years ago to invest some money. Jeremy is polite, knowledgeable and no pressures on us to invest. He sorted out piles of all our paperwork we had and explained what each thing was. We are very happy with his advice and investments we have done and even through the credit crunch they performed well. We have recommended him to others and will continue to do so.
Stephen and Shirley Phillips | Semi-Retired, Stroud
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
I have dealt with Jerry for over 20 years. I found him very helpful and polite. He has grown my wealth considerably over the years. He is always ready to help and come around whenever needed. When my wife died he came and helped me with all the paperwork and sorting out probate. He continues to check I'm okay now I'm on my own. I would recommend him to anyone.
Wallace Willcocks | Retired, Stroud
Jeremy has been known to us for about 22 years now. He sees us regularly and gives us investment and pension advice. He looks after my son and daughter and I have recommended him to friends who have been very happy with the advice. He is honest, polite, and never the hard sell and always everything well explained. We all think of him as more of a friend than an adviser now.
Mr and Mrs Larkcom | Home Carer, Stroud
We see Jerry a lot. He pops in to see me, making sure all is fine and well! We recommend Jerry to all people. Excellent service. He looks after our pensions and protection for the family.
John Kerry | Business owner, Stroud
I met Jeremy 20 years ago when I lived at home. When I left home he made sure my family were protected with life cover and critical illness. He is easy going, approachable and very reliable. He has seen a few of my friends who have been very happy with him. He is always very flexible and happy to see us in the evenings.
Shelley Sanders | Pharmacy Assistant, Stroud
I first met Jeremy thirteen years ago when he became a neighbour. When my father died he helped me out with my finances which got into a muddle. Even if he sees anything today which would be to my advantage he will discuss it with me. I would recommend him to anyone looking for a financial adviser.
Margaret Templer | Stroud

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

Jeremy Coltman
Jeremy Coltman Wealth Management
07976 398194