Coronation Wealth Management

Coronation Wealth Management

Financial-Services

Abbots Leigh, Englan...
Company Tagline

Providing tailored financial advice and ongoing management for individuals and corporate clients across the South West.

Industry Category
Financial-Services
Company Description

Coronation Wealth Management is a leading financial services provider based in Abbots Leigh, England, committed to delivering exceptional wealth management solutions. Located at Unit 3 The Stableblock Courtyard, Leigh Court, Pill Road, Abbots Leigh, England BS8 3RA, GB, Coronation Wealth Management offers tailored financial advice and ongoing management for both individuals and corporate clients. The firm specializes in providing high-quality personal advice across various aspects of wealth management, catering to clients with diverse financial resources and ages. Coronation Wealth Management also supports businesses with increasingly complex corporate financial planning needs.

Coronation Wealth Management excels in savings and investment planning, retirement and pensions planning, and strategic tax planning. The company is dedicated to protecting clients, their families, and their homes through comprehensive insurance solutions. With a strong focus on building long-term trusted relationships, Coronation Wealth Management ensures clients receive personalized face-to-face or virtual financial advice. Regular reviews of financial affairs and effective management of investments are hallmarks of their service.

Coronation Wealth Management remains at the forefront of industry trends, providing clients with the latest news and changes that may impact their financial situations. Through its commitment to excellence, Coronation Wealth Management aims to help clients achieve their financial goals and secure their futures. We invite the manager of Coronation Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

Key Personnel / Employees
Winnie Jim

Compare Companies Side by Side

Compare Coronation Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Coronation Wealth Management
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Main Company
Illingworth Seddon Chartered Financial Planners
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Seven Hills Wealth Management
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Fortify Wealth
Fortify Wealth
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Founded Year
2018
Company Size
11-50 2-10 2-10
City
Abbots Leigh, England Tattenhall, Cheshire London, England
Country
United Kingdom United Kingdom
Skills & Keywords Comparing with main company
24 Total Skills
Wealth Management Financial Planning Investment Advice Retirement Planning Tax Planning Corporate Services Insurance Solutions Investment advice Estate Protection SIPP Protection Planning Investment Planning Investment bonds Life Cover Personal Cash & Borrowings Business services Private Medical Insurance Tax Mitigation Financial Advice Employee Benefits Inheritance Tax Planning pension Professional financial advice Income protection
5 Total 1 Common 4 Unique
Match 4%
Common Skills:
Wealth Management
Unique Skills:
Estate Planning Investments Pensions Protection
1 Total 1 Unique
Unique Skills:
Mortgages
11 Total 2 Common 9 Unique
Match 8%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
Business Owner Planning Estate Planning Fund Management Insurance Investments Mortgages +3
4
Total Companies
2018
Oldest Founded
1
Countries
35
Unique Skills

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Alternative Company Names

This company is also known as

Coronation Wealth Management 加冕财富管理 राज्याभिषेक धन प्रबंधन كورونيشن لإدارة الثروات Коронационное управление капиталом