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  11. Comera Financial Consulting

Comera Financial Consulting

Independent Financial Adviser  Origin Workspace, Bristol, BS8 1HP
First meeting at adviser's own cost
Unique financial advisers who use original, resourceful thinking. We work closely with our clients to understand and achieve their goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Commercial motor
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Chris Cohen
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Create provided me and my husband with clear and simple advice. They provided detailed projections based on our future life choices that helped up see what level of protection we needed and how to set up the most effective investments based on our risk profile. They always did this in a calm and un-pressured way, were always prompt with their responses and acted with integrity at all times.
Alia, Bristol
I have every confidence in Create Financial Consulting who are never too busy to listen to my concerns. Their advisers patiently explain financial options and answer all of my questions with extensive knowledge and insight. For the last five years I do not believe I could have received better financial services.”
Karen, Dorset
I can't think of a single thing that would improve the service Create offered to us
Tim, Bristol
The Create team approach really impressed me. They navigated a complex and delicate situation with a positive outcome for both me and my wife.
Edward, Bath
Create’s experts look after three generations of our family. It’s reassuring to know that we have the income we need in place and that our assets will be passed down with the minimum likely exposure to Inheritance Tax.
David, Bristol
They facilitated us as a couple to look at what we both wanted for the future, they made us talk! We have built a great relationship and have Financial Advisers, rather than someone trying to sell us a product.
Dave & Jeannie, Shipham
About us

We are highly qualified financial advisers, with expertise in all aspects of financial planning. Our focus is to work closely with our clients, building relationships for the long term. We offer our clients bespoke, well-researched solutions to their situations. Our company is part of a group of professional services which means that we are made up of a number of in house experts ranging from Accountants,to Human Resources to IT
Risk and Security professionals, who can lend expertise wherever necessary to your situation. If you do use our other services, we ensure that we provide a united and cohesive approach in dealing with you and all of your finances.

Our services

We go the extra mile. We don’t just want to invest your money; we want to understand what you want from your life and get to grips with everything that you are looking to achieve. We then tailor our planning to address your genuine desires and goals. Every client is treated as an individual and all of our recommendations are bespoke. We do not charge for our first meeting and you are under no obligation to use our services. We are completely independent and always strive to do what is right and best for our clients.

Where to find us
Head office address: Origin Workspace, 40 Berkeley Square, Bristol, BS8 1HP
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 14th June 2021

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