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
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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.
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:
There are three great hurdles facing any investor who relies on a pot of savings to deliver a regular income: inflation, longevity and sequence of return risk. But as Anthony Gillham, head of investments at Quilter Investors, explains, if correctly managed, investment risk [...]
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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.