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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Independent Financial Adviser, Sevenoaks and Tonbridge IFA, CA Financial Services

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

    Independent Financial Adviser, Sevenoaks and Tonbridge IFA, 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 IFA, 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:

    IHT rise highlights need for estate planning

    November 30th, 2021|Comments Off on IHT rise highlights need for estate planning

    With the latest data showing Inheritance Tax (IHT) receipts rising and set to reach record levels this year, the need to formulate an effective plan to minimise death duties is becoming increasingly important for [...]

    Investment scam myths you should ignore

    November 23rd, 2021|Comments Off on Investment scam myths you should ignore

    Have you ever read one of those articles focusing on tell-tale signs of an investment scam? It might not be as useful as you think. Unfortunately, investment scammers are becoming increasingly sophisticated in their [...]

    Protecting your Pension from Long Covid

    November 9th, 2021|Comments Off on Protecting your Pension from Long Covid

    The medical, social and financial impacts of the pandemic have been far reaching. Some people who are recovering from COVID are left with prolonged symptoms, leading to a diagnosis of ‘long COVID’. Similarly, from [...]

    Lockdown savings result in six-year ISA high

    November 2nd, 2021|Comments Off on Lockdown savings result in six-year ISA high

    People paid £1.5bn into Individual Savings Accounts (ISAs) in April4; this constitutes the highest level of April inflows in over six years. During the month, people invested £78m more into ISAs than over the [...]

    School fee planning – begin on day dot

    October 26th, 2021|Comments Off on School fee planning – begin on day dot

    With the average annual fee for private schools now £36,000 (£12,000 per term) for boarders and £15,191 (£5,064 per term) for day pupils 3 , making the decision to privately educate your child is [...]

    Independent Financial Adviser, Sevenoaks and Tonbridge IFA, 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.

      Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.