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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.

The Financial Conduct Authority does not regulate on Tax Planning.

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Welcome to CA Financial Services

We are Independent Financial Advisors that offer comprehensive financial advice and financial services that are tailored to meet your individual needs. Want help achieving your financial goals and aspirations? Here are just five of the reasons why you should work with us!

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 and the team at CA Financial Services
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
I would highly recommend Craig and his team for their in-depth knowledge, professionalism and politeness in helping me secure my Life Insurance and Critical Illness Cover. It was swift and easy. I will continue to use CA Financial Services for all my financial decisions I need to make in the future.
Listens to what you need - not what he wants to sell you. Will offer solutions after gaining all the facts. He has arranged insurance for an insurance-a-phobe and having dealt with the company for claims in the last year they have been extremely easy and pleasant to deal with, so I am more than happy with the service provided by them and by Craig. I would recommend him to anyone looking to review their financial/insurance situation - very helpful and pleasant to deal with.
Craig is clearly passionate about finding the right product for his clients. He is also reasonable and upfront about any risks and you never feel that he is placing any up unwanted pressure, which is rare in this field. He is a true gem and I am pleased he looks after my portfolio.
Really listened to what I needed. Very reassuring in every aspect.
Gives very good advice and treats you as an individual. Very easy to talk to and explains things in layman's terms. Craig sorted out the problems with my previous pension provider and I am now a lot happier with my investment. I will definitely pass Craig's number on.
Very approachable and good manner. Good summary reports.
East Sussex
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.
So far, I have only used Craig to maximise an annuity following maturity of a stakeholder pension. Service to date has enthused me to follow up with a review of all existing investments.
West Sussex


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