About Us 2017-06-30T17:14:29+00:00

Our number one priority is the relationships we have with our clients and the quality of the service we provide to them.
For that reason, we have chosen to keep our team small and personal.

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.

Craig Atkins

CA Financial Services Craig Atkins

Independent Financial Adviser
AdvCeMap, CeLTC, DipFA

Craig is an independent financial adviser with over ten years’ experience in the industry. He specialises in investments, protection, tax planning and pensions. Prior to working at CA Financial Services, Craig was a teacher of Business Education at Palmers College in Essex.

When you decide to work with us, you’ll be given a highly experienced and dedicated Financial Advisor who will partner with you right from your initial review through to your annual reviews.

Your Financial Advisor will be your ‘go to’ contact, available whenever you need them to review plans and investment opportunities, consider tax break options and saving schemes. They will also ensure that your portfolio mix is the most appropriate for your risk profile.

CALL US NOW

CALL US NOW

0800 644 4672 or 01732 617 950

EMAIL US

EMAIL US

enquiries@cafinancialservices.co.uk
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