Jeremy Coltman

I believe the key to being a good adviser is having the knowledge but more importantly the ability to listen and connect with what really matters to clients. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service. I have been a financial adviser for over 35 years and I love helping people achieve their dreams and aspirations as well as protecting them on the way. My client base is very diverse ranging from young professionals just starting their financial planning journey to the more mature clients, close or in retirement. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I help many young people protect their families with life protection, critical illness etc. My spare time tends to revolve around my family. I have recently moved to Upton Lovell which is between Bath and Salisbury, about 5 miles from Warminster. I have purchased a house that needs plenty of updating so will be busy for a few years. If you would like a no obligation chat, or face to face meeting then I would love to meet you. I prefer the face to face contact as it’s more personal. I have plenty of clients that I have looked after for 30 years and testimonials to see on my website. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx