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:

About Us, CA Financial Services

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- fill in the form and we’ll get straight back to you

  Get in touch with us now!

    I consent to CA Financial Services collect my name, email address and phone number in order to communicate with me. See our privacy policy for more info.

    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

    About Us, CA Financial Services

    Independent Financial Adviser
    AdvCeMap, CeLTC, DipFA

    Qualifications

    • Diploma in Financial Planning
    • Qualified in Equity Release and Long Term Care Planning

    Experience & Skills

    • 11 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
    • Has a network of specially selected experts to support your advice needs

    Interests

    • Club Secretary and player with Plaxtol CC in the Kent County Cricket Village 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.

    Testimonials

    “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. There is no question as to whether I will seek Craig’s advice going forward and, from my experience, I would also recommend Craig without hesitation.”
    Ben Raynor, Solicitor, London.

    “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.”
    Christina Kitcatte, West Malling, Kent

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

    Your Financial Adviser 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