Coronation Wealth Management- A Financial Planning Service based in Bristol

Have been working at Coronation Wealth Management since 2019 and it is a great team to work with. Friendly colleagues and advisers with a good knowledge base to give the best advice available to clients. We try to make things as simple and easy as possible for our clients. If you or family/friends want any financial advice, I would recommend getting in touch with us!

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.

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.

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.

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 received excellent service from Chris when setting up life cover. He is very knowledgeable and takes into account exactly what the client needs are and recommends the best option based on that. He is also approachable, friendly and easy to deal with. I would recommend him to others and have already referred family members to him, who have been very impressed with his advice on retirement planning.

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.

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!

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

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.