Coronation Wealth Management
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Chris Symonds has been providing financial advice for over 10 years. At Coronation, we provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
We can advise you on
Clients
helped
helped
Recently added
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Marie Symonds
Operations Manager
What our clients say
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Paul Cruwys
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.
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Kevin Minty
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.
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Alexandra
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!
Compliance
Our advice is not free. When you invest with St. James’s Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James’s Place Partner prior to you making an investment and incurring any of these charges. For more information, please review St. James's Place's fees.
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