Coronation Wealth Management- A Financial Planning Service based in Bristol
Pill Road, Abbots Leigh, North Somerset BS8 3RA, United Kingdom
About the Business
Coronation Wealth Management is a highly reputable financial planning service based in the heart of Bristol, United Kingdom. Located in the Leigh Court Business Centre, Unit 3 The Stableblock Courtyard, Pill Rd, Abbots Leigh, Bristol, BS8 3RA, this establishment is situated in a picturesque and strategic location that offers easy accessibility to clients from all directions.
As a dedicated finance institution, Coronation Wealth Management takes pride in offering top-notch financial services to individuals and businesses alike. Their primary mission is to help clients achieve their financial objectives by providing custom-tailored financial planning advice and solutions that meet their unique needs and circumstances.
Coronation Wealth Management has a team of highly experienced and competent financial experts who have a wealth of experience in various areas of finance, including investments, retirement planning, estate planning, and taxation. They work collaboratively with clients, taking their time to understand their financial objectives and risk appetite before coming up with a personalized financial plan that aligns with their goals and aspirations.
The institution offers a wide range of financial solutions that cater to the needs of clients in different stages of life, from young professionals looking to start saving for their future to retirees seeking to maximize their wealth distribution. Coronation Wealth Management is committed to providing transparent, objective, and unbiased financial advice that enables clients to make informed decisions and achieve their financial dreams.
Overall, Coronation Wealth Management is a point of interest for anyone looking for a dependable and professional financial planning service in Bristol. Their dedication to client satisfaction, coupled with their depth of knowledge and expertise in finance, makes them a top choice for individuals and businesses looking to chart a path towards financial security and prosperity.
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Contacts
Leigh court business centre, Unit 3 The Stableblock Courtyard, Pill Rd, Abbots Leigh, Bristol BS8 3RA, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My wife and I have recently moved our pensions to Coronation Wealth. We amalgamated various work pensions to one FS provider 3-4 years ago and, after reviewing, realised that they were under performing. Chris offered excellent advice and managed the whole pension transfer. He was very patient, professional and answered our numerous questions in plain English. I have no hesitation in recommending Chris and the Coronation Wealth team for retirement planning and investments."
"Very happy with the information and support I received. I was pretty slow at getting the documentation together and Richard was very patient with me. So far so good on my investments too."
"After a change in financial circumstances, I sought advice from Chris of Coronation Wealth Management. Chris took the time to discuss in detail with me what my options were and explained everything fully, in a way that was easily understandable. I am now confident with my investments and know that with Chris’ professional and friendly manner, I could contact him anytime with any queries I have. Thanks again Chris!"
"I have been a client of Chris Symonds for a number of years. He helped me amalgamate and tidy up a number of pensions and organise savings plans. Chris is highly professional but very personable and talks in everyday language not in financial jargon. I have recommended him to my friends and they have been as equally thrilled with his service."
"Chris Symonds helped me with my finances which enabled me to take early retirement. He has been looking after my finances ever since and I know I can rely on him to keep me informed and give me good advice. He is very professional and also very friendly, responsive and helpful. He is always very thorough when answering any question that comes up and I know I can approach him whenever I need to. I'd have no hesitation in recommending him. Oh and my money has been doing well despite all the problems of the last couple of years!"
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