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.
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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.
See our recent Blog Articles:
PROTECTION PLANS FOR ENTREPRENEURS Whilst businesses are generally quick to insure themselves against the most commonly encountered operational risks, it’s often the case that owners, directors and shareholders can overlook the need to protect [...]
PREPARING FOR RETIREMENT WHEN YOU’VE REACHED YOUR HALF CENTURY When people reach their 50s, they often begin to realise that retirement, in whatever form they decide to take it, suddenly feels an awful lot [...]