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
Company Details
- Employees
- 4
- Founded
- -
- Address
- Pill Road, Unit 3 The Stableblock Courtyard,leigh Court,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Advice, Retirement Planning, Investment Planning, Corporate Services, Estate Protection, Personal Cash & Borrowings, Tax Mitigation, Employee Benefits, Inheritance Tax Planning, Protection Planning, pension, Investment advice, Business services, Investment bonds, Professional financial advice, SIPP, Life Cover, Income protection, Private Medical Insurance.
- HQ
- Abbots Leigh, England
Coronation Wealth Management Questions
Coronation Wealth Management's website is https://www.coronationwealth.co.uk/
Coronation Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/coronation-wealth-management
Coronation Wealth Management has
4 employees.
View email and phone details for 4
employees at Coronation Wealth Management.
Coronation Wealth Management's industry is
Financial Services
Coronation Wealth Management's top competitors are
Blackfriars Wealth Management Ltd,
Indigo Capital Solutions,
St. James’s Place,
Perennial Wealth Ltd,
Bridha®,
Coronation Marketing Services,
St. James's Place Financial Adviser Academy,
Quayside Wealth Management,
Coronation Wealth,
Wavestone.
Coronation Wealth Management's categories are Financial Services
Coronation Wealth Management's founding year is 2019
