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:


Reviews and Ratings for Financial adviser Craig Atkins, Tonbridge
  • 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, Equity Release, 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?


Working with you to make your hard earned retirement free from financial concerns

Read more

Widow or Widower

Working with you to find financial stability, feel secure and maximise your life.

Read more


Working with you to ensure the protection of your family and plan for their future.

Read more

Divorcing or Separating

Working with you to make the best financial decisions to secure a stable future for you and your family

Read more

Business Owners

Working with other Sevenoaks business owners to maximise your success.

Read more

Receiving an Inheritance

Working with you to make the most of the gift you’ve received.

Read more

Here’s what a few of our clients say about us:

Reviews and Ratings for Financial adviser Craig Atkins, Tonbridge


Would recommend us to friends and family


Agree that we've helped or are helping them acvieve their goals


Please click here to accept our privacy notice

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



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

Read more


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

Read more


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.

Read more


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.

Read more


Equity Release

Equity release 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.

Read more

Our Mission Is to Build the Foundations of a Secure Future

Build a map of your assets to help understand your finances and goals better

Get in touch with us to see how we can help you across the entire breadth of your financial planning and independent financial advice needs.


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


Please click here to agree that you agree to our privacy notice

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:

CA Financial services square logo


74 West End, Kemsing
Kent, TN15 6QE