Jeremy Coltman
DIP IP PFA
With over 35 years in Financial Services, having started out with Pearl Assurance in 1989 and then becoming an Independent Financial Adviser in 2003, I later joined St. James's Place in 2015. I have twin boys and am fortunate that one of my sons, Jordan, joined the Practice in 2024
About
The advice I give is very dependent upon getting to know my clients as well as understanding their requirements both 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.
Testimonials
Addresses
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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.
