Reviews of Coronation Wealth Management- A Financial Planning Service based in Bristol. (Financial Consultant) in Bristol (Somerset).

Coronation Wealth Management- A Financial Planning Service based in Bristol

25 Reviews

25 Comments

Financial Consultant

Financial planner

Leigh court business centre, Unit 3 The Stableblock Courtyard, Pill Rd, Abbots Leigh, Bristol BS8 3RA, United Kingdom

Description

Information of Coronation Wealth Management- A Financial Planning Service based in Bristol, Financial Consultant in Bristol (Somerset)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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

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

A. G.

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!

J. D.

Coronation Wealth Management is a breath of fresh air when it comes to Financial Planning. The youthful team, led by Chris Symonds, are a rarity when considering the industries status quo - which makes it a refreshing place to work with fantastic career opportunities and progression on tap.

K. M.

I joined Coronation Wealth Management back in 2021 and it’s a great place to work. There are lots of opportunities for career development combined with a friendly and sociable team.

K. H.

Very happy with the information and support I received. I was pretty slow at getting the documentation together and Richard was very patient with me. So far so good on my investments too.

K. M.

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!

A. J.

I started working at Coronation Wealth in March 2021, and I can say that it is truly a great place to work! I have received a lot of help and support from the management team, which I am very grateful for, and I look forward to developing further in my role over the coming years.

F. C.

I started working at Coronation Wealth in June 2021, it is a fantastic place to work, the people are great and I look forward to developing further in my role over the coming years.

D. W.

We found our advisor extremely helpful, taking into account our future needs and concerns. We feel we have taken the right course of action and are very comfortable with our investments.

E. H.

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.

P. C.

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.

W. J.

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!

r. k.

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

A. T.

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.

G. P.

I joined CWM back in August 2020 and I have to say that it is a really fantastic place to work. We've got a great team who provide expert advice and a great service to our clients. I have introduced friends and family to Chris, Ian and the other advisers, and have no worries about continuing to do so!

M. R.

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.

M. I.

I have known Chris for 12 months and have been extremely impressed by his knowledge and experience. As a result I discussed my personal pension plans with him and found his service and advice to be exceptional. I look forward to a long-standing relationship with Chris as my financial advisor.

N. H.

Chris Symonds has provided advice to my Mum to ensure sufficient income to pay care home fees. My Mum sadly died last year and now Chris is helping me to make the best use of her legacy, he really listens and takes personal requirements into account.

P. N.

Great & exciting place to work with an ambitious culture. Fantastic team, with a single focus on providing exceptional advice & service. I have no qualms with introducing friends & family to Chris, Ian and the other advisers.

A. W.

Recently used Richard Holland to arrange my new pension, as well as sort some existing ones I had lying around. Exceptional advice and communication. Couldn't recommend him more

J. S.

I can't recommend Chris and his team highly enough. I had various pensions that Chris consolidated and made the process seamless from start to finish. Professional and highly knowledgeable!

A. A.

I received a quality and professional service from Ian and the team at Coronation Wealth. I would have no hesitation in recommending them.

H. F.

Coronation have given us many years of an efficient and very professional service. Highly recommend them.

S. E.

Chris and the team were highly efficient and easy to deal with, particularly Georgia, who fielded many questions from me.

D. H.

Friendly,efficient and very knowledgeable company with a personal touch in any contact

P. S.

Chris went above and beyond

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