The business (formerly known as Jeremy Coltman Wealth Management) was founded in 2015 by Jeremy Coltman and is an Associate Partner Practice of St. James's Place.

Jeremy's son Jordan joined Coltman Wealth in 2024, having previously worked at a large SJP Partner Practice near Cirencester.

As a father and son team, we have over 45 combined years of experience with a fresh perspective, offering a highly personal service to individuals, families and business owners.

Based in the Cotswolds and Wiltshire, our approach is simple.  Take the time to understand what matters most, and deliver clear, tailored advice to help you achieve it.  Whether you are building wealth, planning for the future, or protecting what you have, we are here to guide you with honesty, care and long term commitment.