Create Financial Consulting

Independent Financial Adviser The Quorum, 2nd Floor, Bond Street South, Bristol, BS1 3AE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
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
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
Chris Halliwell
Independent Financial Adviser
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
Where to find us
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 also made up of accountants, lending experts and human resources advisers, to name just a few. 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Compliance

We are truly independent and have always worked on a fee basis. Our preferred charging method is for our time. Our whole of market, independent status is paramount, meaning that you can trust we are never biased in our decision making. We are a team of Independent Financial Advisers (IFAs) regulated by the Financial Conduct Authority (FCA) FCA number 488266.

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