CA Financial Services
Get the best possible financial advice from your Sevenoaks Independent Financial Adviser
Get a Free Financial Plan Consultation
There are lots of reasons our clients choose to work with us. Here are a just 5:
- 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 – click the button and we’ll get straight back to you
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.
I am an Independent Financial Adviser with 15 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.
Who do we work with?
Working with you to make your hard earned retirement free from financial concerns
Widow or Widower
Working with you to find financial stability, feel secure and maximise your life.
Working with you to ensure the protection of your family and plan for their future.
Divorcing or Separating
Working with you to make the best financial decisions to secure a stable future for you and your family
Here’s what a few of our clients say about us:
Please fill in the contact form and we’ll get back to you shortly.
Please fill in the contact form and we’ll get back to you shortly.
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.
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.
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
Wealth Management & Financial Planning
Investment & ISA Management
There are a wide variety of investments that we can advise you on depending on your short, medium and long term goals
All our clients can access our online portal for easy management of all your investments
Planning for retirement will look different from person to person. We look to ensure you have adequate income day-to-day and allow you to enjoy those well-earned luxuries
Inheritance Tax Planning
Inheritance Tax (IHT) is no longer just a concern of the wealthy. It is a growing concern for all of us, especially homeowners who have benefited from growth in the value of their properties over recent years.
Protection & Long Term Care
Life cover and critical illness cover are the traditional forms for those looking to protect their families and mortgages in the event of critical illness or death.
Equity release can be a helpful financial option for those looking to raise capital. It is a type of mortgage that helps homeowners who are over the age of 55 to access stored equity within their home.
Our Mission Is to Build the Foundations of a Secure Future
Get in touch with us to see how we can help you across the entire breadth of your financial plannig needs.
If you have any questions, or would like to arrange an initial appointment please fill in the form below or call us on 01732 617950
REQUEST YOUR 100% FREE INITIAL CONSULTATION
We’re based in Kemsing, just outside of Sevenoaks. We cover the whole of Kent, Sussex and Surrey as well as into South London
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