Get the best possible financial advice from your local, Sevenoaks based, independent financial adviser.

Imagine the security of knowing that you have your retirement plan in place and your investment strategy over the next 5 years sorted. We can help.

Here are 5 reasons to work with us:

Independent Financial Adviser, Sevenoaks and Tonbridge, CA Financial Services

We’re committed to your financial success
We have everything you need under one roof
We’re truly independent
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    Independent Financial Adviser, Sevenoaks and Tonbridge, CA Financial Services
    Independent Financial Adviser, Sevenoaks and Tonbridge, CA Financial Services

    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.

    Independent Financial Adviser, Sevenoaks and Tonbridge, CA Financial Services

    Craig Atkins – IFA

    I am an Independent Financial Adviser with 11 years’ experience in the industry. As a sole trader, I started my own financial planning business, CA Financial Services in 2007 and started trading through CA Financial Services Ltd in 2018.

    We offer comprehensive financial planning covering all areas of personal financial advice from Pensions and Investments to Tax Planning, Equity Release, Wills, Estate Planning and Personal Protection. 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.

    CALL US TODAY ON 0800 644 4672

     Want help achieving your financial goals and aspirations? Here are just five of the reasons why you should work with us!

    I was lucky enough to find Craig's details on the internet. Craig really goes the extra mile on all aspects of things, as well as providing sound, fulsome and timely guidance on financial products. There is no question as to whether I will seek Craig's advice going forward and, from my experience, I would also recommend Craig without hesitation.
    Ben Raynor
    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.
    Roger Ganley
    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.
    Finance Director
    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
    Due the huge deficit of the companies pension fund and the opportunity of voluntary redundancy I decided to retire early at the age of 61. Knowing what my pension pot was worth I knew I had to seek professional help. I guess like most people, I started trawling through the internet for financial advise. Problem was soon solved when I got a call back from Craig Atkins @ in Sevenoaks. In no time a meeting was arranged at their offices in Sevenoaks. After various questions and financial risk assessments I decided to go with his advice and have my pension invested through a Bespoke Investment Management company in London and with a regular pension drawdown payment each month from Standard Life. His advice was second to none and now here we are some five years later aged 66 and my investment is still very strong, in fact last year my investment made 17%. Thanks to Craig Atkins and his advice, which I'm pleased I took, my investment is doing fine. We still meet up once a year so as to keep things on track. So if your looking for any financial advise on investments or tax Craig's your man.


    See our recent Blog Articles:

    Changing Investment Perspective

    October 12th, 2021|Comments Off on Changing Investment Perspective

    We’ve heard it all before - it doesn’t take a rocket scientist to appreciate how the pandemic has prompted a seismic shift in public behaviour, as it’s impacted all our lives. Appreciation of this [...]

    Will the deficit bring IHT Change

    October 5th, 2021|Comments Off on Will the deficit bring IHT Change

    Could the deficit and rising inheritances accelerate IHT change? With the largest ever peacetime deficit on our hands, thanks to the pandemic, and an aged Inheritance Tax regime firmly on the government’s radar, could [...]

    The influence of social media on younger investors

    September 28th, 2021|Comments Off on The influence of social media on younger investors

    Social media has infiltrated our everyday lives, bringing both positive and negative impacts. Astonishingly, 3.96 billion people, over half of the global population, currently use social media worldwide, almost double the 2.07 billion recorded [...]

    Improving Pension Confidence

    September 21st, 2021|Comments Off on Improving Pension Confidence

    Improving your pension confidence It can be challenging to feel confident in our pension provision these days. Increased life expectancy and high living costs mean we need to save ever more into the pot [...]

    Improving Financial Confidence

    September 14th, 2021|Comments Off on Improving Financial Confidence

    An increasing sense of optimism seems to be apparent as the country emerges from lockdown, providing a much more familiar feel to the season, with anticipation growing that this will prove to be a [...]

    Homeownership trumps renting by £326,000

    September 7th, 2021|Comments Off on Homeownership trumps renting by £326,000

    Homeownership trumps renting by £326,000 but 54% who are yet to buy think it’s “unrealistic” they ever will• One in three homeowners (32%) see their mortgage as being like an investment in their future• Nearly [...]

    Independent Financial Adviser, Sevenoaks and Tonbridge, CA Financial Services

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      I consent to CA Financial Services collect my name, email address and phone number in order to communicate with me. See our privacy policy for more info.

      The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

      Your home may be repossessed if you do not keep up repayments on your mortgage.

      Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

      The Financial Conduct Authority does not regulate on Tax Planning, Estate Planning & Will Writing.