Coronation Wealth Management

Based in Bristol, Coronation Wealth Management provides tailored financial advice to clients across the South of England. Established by Chris Symonds in 2019, we are the proud winners of a St. James’s Place “Business of The Year” award. The majority of our clients come to us through a personal recommendation. Our Services We 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 Strategic tax planning Protecting you, your family and home Corporate services We are a family run business, and we aim to offer the very best service by developing a long term trusted 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 SJP distinctive approach • Keeping you informed of the latest news and any changes that may affect your personal situation For more information, please visit www.coronationwealth.co.uk The 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. SJP approved 08/07/2025