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:

We’re committed to your financial success
We have everything you need under one roof
We’re truly independent
We get GREAT reviews – click the button  and read what our clients say
We offer a FREE INITIAL CONSULTATION – fill in the form and we’ll get straight back to you

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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.

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Craig Atkins – IFA

HomeCraig Atkins

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.

FREE INITIAL CONSULTATION
CALL US TODAY ON 0800 644 4672

EMAIL ENQUIRIES@CAFINANCIALSERVICES.CO.UK

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

We have everything you need under one roof

That means less work for you. Whether you want advice on investments and pensions, equity release, and protection or tax planning, we have the skills and the experience to ensure you make the decisions that are right for you. Our job is to help you create the life you want by making your money work as hard as possible for you.
Tax planning is not regulated by the Financial Conduct Authority.

We’re truly independent

That means you’ll get advice you can trust. Our highly regarded and impartial independent financial adviser has access to the whole of market and provides guidance following a thorough appraisal of available options.

We’re committed to your financial success

That means you’ll be treated like the unique individual that you are. If you choose to work with us, you’ll be given a dedicated Financial Adviser who will partner with you to understand your circumstances and conduct continuous reviews to ensure you are always getting the best from your investments.

We offer a FREE initial review

That means you have nothing to lose. Whether you’re based in Kent, London, or the South East, we provide a no obligation review at a time and place that’s convenient for you.

We’re good at what we do

But don’t just take our word for it. Head over to our Testimonials page and read what clients are saying about 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.
John
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
Tina
Kent
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 @ cafinancialservices.co.uk 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.
Roy
Kent

CALL US NOW

CALL US NOW

0800 644 4672 or 01732 617 950

EMAIL US

EMAIL US

enquiries@cafinancialservices.co.uk

Request a Callback.

See our recent Blog Articles:

Intergenerational Finances

September 3rd, 2019|0 Comments

Let’s talk about intergenerational financesThe Financial Conduct Authority (FCA) has announced its desire to start a conversation about intergenerational differences and the changing financial needs facing consumers from different age groups. While it’s certainly good [...]

Brexit Limbo

August 20th, 2019|0 Comments

Article from July 2019 While the Brexit process effectively remains on hold until the Conservative party membership elects the country’s next Prime Minister, further warnings over the potential consequences of a no-deal withdrawal have [...]

Markets overview

August 13th, 2019|0 Comments

Global markets largely closed June in positive territory, capping gains on the best first half for global equities since 1997. Investors grew optimistic of some progress being made in the meeting at the G20 [...]

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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.