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
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.
“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.