CA Financial Services
Get the best possible financial advice from your Sevenoaks Independent Financial Adviser
Get a Free Financial Plan Consultation
There are lots of reasons our clients choose to work with us. Here are a just 5:
- We’re committed to your financial success
- We have everything you need under one roof
- We’re a truly independent Sevenoaks based IFA
- We get GREAT reviews – click the button and read what our clients say
- We offer a FREE INITIAL FINANCIAL CONSULTATION – click the button to book
Welcome to CA Financial Services
We are Independent Financial Advisers that offer comprehensive financial advice and financial services that are tailored to meet your individual needs.
I am an Independent Financial Adviser (IFA) with 15 years’ experience based in Sevenoaks, Kent. As a sole trader, I started my own independent financial planning business, CA Financial Services in 2007 and started offering independent financial advice through CA Financial Services Ltd in 2018.
We offer comprehensive, independent, financial planning covering all areas of personal financial advice from Pensions and Investments to Tax Planning, Lifetime Mortgages, Wills, Estate Planning and Personal Protection from our offices near Sevenoaks, Kent. We also offer advice to business on extracting profits tax efficiently, corporate pensions, business protection and succession planning.
A large part of my time is spent with clients focusing on achieving their long term retirement objectives. For those at or close to retirement we review the most effective options for releasing their pension income and achieving their financial and personal objectives.
From our Sevenoaks offices in the heart of Kent, we offer financial advice to those living in the surrounding areas, Tonbridge, Tunbridge Wells, Maidstone, Dartford and into wider Sussex and Surrey.
Who can we help with financial advice?
Widow or Widower
Working with you to find financial stability, feel secure and maximise your life.
Divorcing or Separating
Working with you to make the best financial decisions to secure a stable future for you and your family
Here’s what a few of our clients say about us:
%
Would recommend us to friends and family
%
Agree that we've helped or are helping them acvieve their goals
REQUEST YOUR 100% FREE INITIAL CONSULTATION
Please fill in the contact form and we’ll get back to you shortly.
Please fill in the contact form and we’ll get back to you shortly.
I received a well informed and personal service from CA Financial Services. After consultation, I was given understandable information and a range of choices to suit my needs and from this along with advice, I was able to make a decision I was happy with. I would recommend this service.
We approached CA Financial Services to advise on a wide range of pensions and other investments and the service that we have received from Craig and the rest of the team has been excellent. They listen to our needs and expectations for our investments, check we’re happy with and understand decisions made, and respond to queries very efficiently. We feel very confident, happy and well-supported through the personal service provided by CA Financial Services, and that our money is working hard for us over the long-term.
Since working with Craig, he has met and surpassed our expectations. He takes the time to know our personal situation which has given us the confidence to deliver our financial goals and to prepare for our retirement and our future. We highly recommend Craig & CA Financial Services CK & DK
Wealth Management & Financial Planning
Investment & ISA Management
There are a wide variety of investments that we can advise you on depending on your short, medium and long term goals
Online Platform
All our clients can access our online portal for easy management of all your investments
Retirement Planning
Planning for retirement will look different from person to person. Our IFAs ensure you have adequate income day-to-day and allow you to enjoy those well-earned luxuries
Inheritance Tax Planning
Inheritance Tax (IHT) is no longer just a concern of the wealthy. It is a growing concern for all of us, especially homeowners who have benefited from growth in the value of their properties over recent years.
Protection & Long Term Care
Life cover and critical illness cover are the traditional forms for those looking to protect their families and mortgages in the event of critical illness or death.
Lifetime Mortgages
Lifetime Mortgages can be a helpful financial option for those looking to raise capital. It is a type of mortgage that helps homeowners who are over the age of 55 to access stored equity within their home.
Our Mission Is to Build the Foundations of a Secure Future
Future
Contact Us
If you have any questions, or would like to arrange an initial financial advice appointment please fill in the form below or call us on (Sevenoaks) 01732 617950
REQUEST YOUR 100% FREE INITIAL CONSULTATION
Find Us
We’re based in Kemsing, just outside of Sevenoaks. We cover the whole of Kent, Sussex and Surrey as well as into South London
We release frequent financial advice blogs. Please see below and sign-up for our newsletter:
3 retirement financial shocks that could affect your finances
Those who have retired or are nearing the milestone are consistently overlooking the risk of financial shocks when compared to other generations, a survey published in PensionsAge in December 2024 suggests. According to the report, 43% of over-50s had thought about...
Is a lack of investing culture holding back the UK’s wealth potential?
An interesting January 2025 report from Abrdn suggests culture could affect your financial decisions more than you think. Indeed, a lack of investing culture in the UK was linked to a relatively small portion of personal wealth being invested in equities when compared...
6 estate planning lessons you could learn from the Murdoch family dispute
The Murdoch family’s messy dispute over who will retain control of Rupert Murdoch’s media empire when he passes away has been grabbing headlines. While your affairs might not be in the spotlight, the case offers some useful insight into how to avoid family disputes....
How financial planning could help you overcome decision paralysis
How long do you leave essential tasks on your to-do list? If you’ve put off tasks because they feel overwhelming, you’re not alone, but delays could be harmful. Read on to find out how financial planning may help you overcome decision paralysis. According to a January...
4 ways that money can make you happy
This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing...
The financial wellbeing equation
This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing, and has written more than 100 episodes of the Financial Wellbeing...