Sheldon Coulter
After a very successful professional rugby career, Sheldon started working in financial services almost 15 years ago. He enjoys working with clients to help them plan for their future and achieve their financial goals.
Sheldon provides advice across all areas of financial planning but more predominantly in the areas of Retirement and Investment Planning, and Protection for both family and businesses.
Sheldon has a young family with who most of his free time is spent. His other passion is rugby and is a season ticket holder at Ulster rugby.
About
At Coulter Weir Wealth Management we specialise in the provision of tailored, face-to-face financial advice to individuals, trustees and businesses.
As every client is unique, we take the time to understand your needs and aspirations, and provide bespoke financial solutions to help you meet your goals. This enables us to build trusted and long-lasting relationships with our clients.
We meet with our clients regularly to review your goals to check that these plans remain current and accurate and adjust where necessary to deal with any changes in your personal or business life.
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.
