Coronation Wealth Management- A Financial Planning Service based in Bristol - Bristol

Address: Leigh Court Business Centre, Unit 3 The Stableblock Courtyard, Pill Rd, Abbots Leigh, Bristol BS8 3RA, United Kingdom.
Phone: 1173259025.
Website: coronationwealth.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Coronation Wealth Management- A Financial Planning Service based in Bristol

☎️1173259025

⏰ Open Hours of Coronation Wealth Management- A Financial Planning Service based in Bristol

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Coronation Wealth Management- A Financial Planning Service based in Bristol

Coronation Wealth Management is a prestigious financial planning service located in the heart of Bristol, United Kingdom. Situated at Leigh Court Business Centre, Unit 3 The Stableblock Courtyard, Pill Rd, Abbots Leigh, Bristol BS8 3RA, this financial planning service has been providing exceptional financial advice and assistance to clients for a considerable period.

Contact Information

Phone: 1173259025
Website: coronationwealth.co.uk

Specialties and Services

Coronation Wealth Management specializes in financial planning, offering a wide range of services to cater to the diverse financial needs of their clients. These services include:

Online appointments
Onsite services
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom

Opinions and Reviews

This company has garnered a remarkable reputation, thanks to their outstanding service and dedication to their clients. With an impressive 5/5 average rating based on 20 reviews on Google My Business, Coronation Wealth Management has consistently delivered exceptional results and satisfaction to those who have sought their assistance. Many clients have expressed their appreciation for the thorough explanations, expert guidance, and stress-free process they experienced while working with the team at Coronation Wealth Management.

For instance, one client shared their gratitude for Chris at Coronation Wealth Management, who provided outstanding assistance in managing their pension. Chris helped them seamlessly migrate their pension plan and establish a regular contribution for their retirement, while also saving tax. The client appreciated the thorough explanations of rules and ideas, as well as the target pot for retirement that was established. The client's experience was made even more positive by the expertise and dedication of Chris and the entire team at Coronation Wealth Management.

Why Choose Coronation Wealth Management

Coronation Wealth Management stands out for their commitment to providing personalized, professional, and effective financial planning services. Their expertise, combined with their client-centric approach, ensures that each individual receives the attention and support they need to achieve their financial goals.

Recommendation

For anyone seeking comprehensive financial planning services in Bristol, Coronation Wealth Management is an excellent choice. With their exceptional track record, glowing reviews, and dedication to their clients, they have proven themselves to be a reliable and trustworthy partner in achieving financial success. We highly recommend visiting their website or contacting them directly to learn more about their services and how they can assist you in reaching your financial goals.

👍 Reviews of Coronation Wealth Management- A Financial Planning Service based in Bristol

Coronation Wealth Management- A Financial Planning Service based in Bristol - Bristol

Paul C.

5/5

I want to express my gratitude with Chris at Coronation Wealth Management for their outstanding assistance in managing my pension. Chris helped me smoothly migrate my pension plan and establish a regular contribution for my retirement and save tax. He explained all the rules, ideas thoroughly and gave me an idea of a target pot for retirement. His expertise and dedication made the process stress-free. Thank you, Chris and Coronation Wealth Management, for your excellent service.

Kevin M.

5/5

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.

Kay M.

5/5

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!

Paul C.

5/5

I asked Chris to help me group my Pensions into one place where they would be working better for me.

Over the years I have collected a few different pension schemes from difference companies and different providers. I had a chat with Chris who explained very clearly how they work, what they can do and how it works. I was impressed by his knowledge, and ability to keep it in terms that I could understand.

Chris and his team took the whole process and made it so very easy, stress free and I'm now happy in the knowledge that this is taken care of. Really great job by Chris and his team.

Erica H.

5/5

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.

Ali T.

5/5

Chris Symonds and his team are just amazing. Put both me and my fiancee at ease, especially for my partner who suffers from anxiety and stress. Coronation Wealth Management really did take the stress away and replaced complex jargons into something which we can all understand. She felt so at ease that I've never seen her so relax and comfortable speaking to Chris. I have no hesitation in trusting my finance and will be recommending everyone I know to Coronation Wealth Management.

rich K.

5/5

I recently opted to invest in a stocks and shares ISA with Coronation Wealth Management. I was impressed by the experience and depth of knowledge of their managing partner, Chris Symonds. The process was so simple, he took the time to talk me through via a video call, how the money would be best invested and what market conditions were like. After agreeing on a risk level the paperwork came through without delay and once the transfer was received, he followed-up with me to confirm the investment was made as requested. If you're looking for financial advice you can trust and a simple, straightforward process then I can highly recommend Chris from Coronation Wealth Management.

Rich Kersey

Alexandra G.

5/5

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!