Comera Financial Consulting

Independent Financial Adviser  Origin Workspace, Bristol, BS8 1HP
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FCA authorised
Last authorised 20th September 2021
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
Meet our advisers
MR Chris Cohen
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Origin Workspace, 40 Berkeley Square, Bristol, BS8 1HP

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