Carl and Chris went above and beyond what might be expected from an IFA, acting as a point of co-ordination between me, my SIPP provider and both lawyers to smooth through the process. It would have been far more stressful without their help and support.
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.
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.
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.
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 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.
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 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.
Coronation Wealth Management- A Financial Planning Service based in Bristol is located at Unit 3 The Stableblock Courtyard, Leigh Court Business Centre, Pill Rd, Abbots Leigh, Bristol BS8 3RA, UK
You can contact Coronation Wealth Management- A Financial Planning Service based in Bristol at +44 117 325 9025
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