Comera Financial Consulting

Independent Financial Adviser  The Quorum, Bristol, BS1 3AE
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 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: The Quorum, 2nd Floor, Bond Street South, Bristol, BS1 3AE
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

Independent Financial Adviser 0.1 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 0.27 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.36 mi
We aim to be your "trusted adviser" - the adviser you turn to for considered advice, innovative ideas and tailored-solutions.
 
Independent Financial Adviser 0.41 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.