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:

    Investment Scams move up a Gear

    July 13th, 2021|Comments Off on Investment Scams move up a Gear

    Investment scams move up a gear The number of fraudsters using the details of legitimate firms to rope unsuspecting consumers into investment scams increased by 29% in the year to September 2020. The methods [...]

    The Happiest Places to Retire

    July 6th, 2021|Comments Off on The Happiest Places to Retire

    Whether retirement is a long way off or just around the corner, retiring as comfortably as possible is likely to be a primary objective. Having analysed the happiest cities to spend retirement across the [...]

    Budget 2021: A Stealth Tax?

    June 22nd, 2021|Comments Off on Budget 2021: A Stealth Tax?

    A freeze on most major tax thresholds in the 2021 Spring Budget, including Income Tax, Inheritance Tax, pensions and Capital Gains Tax thresholds, is set to bring in billions for the Treasury over the [...]

    Will Frozen IHT Thresholds Affect You?

    June 15th, 2021|Comments Off on Will Frozen IHT Thresholds Affect You?

    Frozen IHT thresholds will impact 'twice as many clients as LTA' One in three (31 per cent) clients are likely to be affected by the frozen inheritance tax thresholds, making up more than twice [...]

    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.