About Us
Our number one priority is the relationships we have with our clients and the quality of the financial advice we provide to them.
For that reason, we have chosen to keep our team small and personal.
See what our clients say about us
Vouchedfor independently verifies reviews for Financial Advisers. Craig is proud to be a member and you can read the recommendations from some of his existing clients by clicking below.
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Craig Atkins – IFA
Independent Financial Adviser
AdvCeMap, CeLTC, DipFA
Qualifications
- Diploma in Financial Planning
- Qualified in Equity Release and Long Term Care Planning
Experience & Skills
- 15 years of experience in all core advice areas specialising in investment and pre-retirement
planning; near and post retirement planning and inheritance and general taxation planning. - Works across all client areas, including private clients, SMEs, Accountants and Solicitors
- Offers financial advice for retirement; to families, couples divorcing and advises widows and inheritance
- Has a network of specially selected experts to support your advice needs
- 15 years of experience in all core advice areas specialising in investment and pre-retirement
Interests
- Club Secretary and player with Plaxtol CC in the Kent County Cricket illage League.
- Plays squash and enjoys spin and swimming at Sevenoaks Leisure Centre.
- Used to teach Business Studies and took a party of students to Tanzania, successfully climbed Mount Kilimanjaro.
REQUEST YOUR 100% FREE INITIAL CONSULTATION
Louise Gilman – IFA
Independent Financial Adviser
DipFA FSRE CertLTCP CeMAP
Qualifications
- Diploma in Financial Planning
- Qualified in Equity Release and Long Term Care Planning
After six years of running my own successful business supporting Independent Financial Advisers in their work, I have recently joined the team at C A Financial Services as an Independent Financial Adviser myself. Prior to this I had worked for HMRC (the Inland Revenue in my day!) and as a customer service adviser with Age UK.
How I can Help
First and foremost, helping people from all walks of life to become financially confident and secure is my main objective. Everyones’ situation is different, but their desired destination when it comes to financial planning is usually the same; to get to the point where they feel that their financial affairs are simple, organised, on track to meet their goals so that they have ‘enough’.
To achieve that, you need a trusted partner to take the headache out of starting the process, to make the complicated understandable and to keep you on track through your journey, and this is where I come in. It comes at a cost yes, but it is important to me that you get more value out of our working relationship over time than you put in, and this is constantly monitored.
Meet Our Team
Craig Atkins
Founder
Louise Gilman
Independent Financial Adviser
Alison Jackon
Paraplanner
Anne Taylor
Adminstration & Paraplanning
Andrea Atkins
Adminstation Manager
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.
I would highly recommend Craig and his team for their in-depth knowledge, professionalism and politeness. I will continue to use CA Financial Services for all my financial decisions I need to make in the future.
Trusted by 100s of Happy Clients
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
