Coronation Wealth Management

Based in Bristol, Coronation Wealth Management provides tailored financial advice to clients across the South of England. Having started in 2019, Chris Symonds heads up the team and were proud winners of St. James's Place Partnership "Business of The Year" award for 2019 - a testament to Chris & the team. Our ServicesWe specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. We also assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning. We provide• Savings and investment planning• Retirement and pensions planning • Protecting you, your family and home • Corporate servicesPutting our clients firmly at the heart of everything we do enables us to run a genuinely client-focussed business. We strive to offer the very best service by developing a long term relationship with you. We aim to deliver our commitment by: • Providing personal face-to-face or virtual financial advice• Giving you the opportunity to review your financial affairs regularly• Effectively managing your investments via the St. James distinctive approach• Keeping you informed of the latest news and any changes that may affect your personal situationFor more information, please visit www. coronationwealth. co. ukThe value of an investment with St. James's Place may rise as well as fall. You may get back less than you invested. Coronation Wealth Management LLP 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Social Link - Facebook: https://www. facebook.com/CoronationWealth
Social Link - Instagram: https://www. instagram.com/coronationwealth /
Social Link - Linkedin: http://www. linkedin.com/company /coronation-wealth-management
Employee Count: 8
Keywords: retirement planning