Coronation Wealth Management LLP: FCA regulated?

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Appointed for 7 years
Protected through the principal
No FCA actions
Active company since 2018

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →

What does this mean?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
Coronation Wealth Management LLP (FRN 826961) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Coronation Wealth Management's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Coronation Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

coronationwealth.co.uk (opens in a new tab)
Phone number

0117 325 9025
Address

Unit 3 Stableblock Courtyard, Leigh Court Business Centre, Pill Road, Abbots Leigh, Bristol, BS8 3RA, United Kingdom

In the full report: 3 background checks

When coronationwealth.co.uk first appeared online, and whether it can receive email
What kind of line 0117 325 9025 is
Who else gives the postcode BS8 3RA

FCA permissions and consumer protection

Protection through the principal firm
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: OC424720 (opens Companies House in a new tab)
Company status: Active
Company type: Limited liability partnership
Incorporated: 2 November 2018 (7 years old)
Registered office: Unit 3 Stableblock Courtyard Pill Road, Abbots Leigh, Bristol, BS8 3RA, England

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Christopher John Symonds	LLP designated member	Jul 1979	2 Nov 2018	4 other companies
Marie Patricia Symonds	LLP member	Oct 1982	2 Nov 2018	1 other company
Winnie Jim	LLP member	Jul 1991	2 Sep 2019	None
TRUSTED WEALTH MANAGEMENT LIMITED	Corporate LLP designated member	Not published	2 Nov 2018	None

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies: 4
closed down: 1
is FCA-registered: 1

In the full report: all 4 companies, named

What each company does, and whether it is still trading
Which of these 4 directors sit on each board, and since when
Any that went into liquidation or administration
The one on the FCA register
The 1 company these 4 directors run together
All 9 people who have ever been directors, with their dates

Key dates in its history

Coronation Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (3) All events (16)

2018

26 November 2018

Became an appointed representative

FCA register

2 November 2018

Incorporated at Companies House
Christopher John Symonds took control (75–100% of shares)

Companies House

In the full report: all 16 events

All 16 events in its history (3 shown here)
Every director appointment and resignation: 13

Firms connected to Coronation Wealth Management

Other FCA-listed firms that share a director, phone number or address with Coronation Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 4
share its postcode: 4
past link: 1

In the full report: all 4 connected firms, named

How each is linked: the same postcode (4)
Who links each one: the named directors, with dates
1 past link through former directors

Firms like Coronation Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Bristol

Aisa Retirement Planning LLPBristolAppointed representative Alma Vale Wealth Management LimitedBristolAppointed representative Andow Ellis LimitedBristolAppointed representative Andrew LawrenceBristolAppointed representative Andrew Paul ZbijowskiBristolAppointed representative Ann ReederBristolAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Coronation Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

4 other companies its directors have run, named
3 background checks on its contact details
All 16 events in its history
4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Coronation Wealth Management LLP FCA authorised?

Coronation Wealth Management LLP (FRN 826961) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.

What does appointed representative mean for Coronation Wealth Management?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Coronation Wealth Management LLP (FRN 826961) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Coronation Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Coronation Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

What is Coronation Wealth Management’s phone number and website?

The FCA register lists the phone number 0117 325 9025 and the website coronationwealth.co.uk for Coronation Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Coronation Wealth Management a scam or clone?

Coronation Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Coronation Wealth Management?

Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Coronation Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Coronation Wealth Management?

Companies House lists one person with significant control of Coronation Wealth Management: Mr Christopher John Symonds (75–100% of votes).

Who runs Coronation Wealth Management?

Companies House lists 4 directors of Coronation Wealth Management: Christopher John Symonds, Marie Patricia Symonds, Winnie Jim and Trusted Wealth Management Limited.

How long has Coronation Wealth Management been in business?

The company was formed on 2 November 2018.