01732 617 950 enquiries@cafinancialservices.co.uk
  • Facebook
  • X
  • Facebook
  • X
Financial Adviser Sevenoaks & Tonbridge IFA
  • Home
  • Areas of Financial Advice
    • Retirement
      • Retirement Planning
      • Pensions
      • Auto-Enrolment Pension
    • Savings, Investments & ISAs
    • Protection & Long Term Care
      • Protection & Long Term Care
      • Private Medical Insurance
    • Estate and Inheritance Tax Planning Advice
      • Estate and Inheritance Tax Planning Advice
      • Wills & Will Writing
      • Trusts
      • Lasting Power of Attorney
    • Lifetime Mortgages
      • Lifetime Mortgages
      • Qualifying for a Lifetime Mortgage
      • How do Lifetime Mortgages Work?
    • Pension Annuity Advice
  • Our Clients
    • Retirees
    • Families
    • Business Owners
    • Widows & Widowers
    • Divorcing or Separating
    • Receiving an Inheritance
  • Your Journey
  • About Us
  • Resources
    • Blog
    • Financial Planning Guides
  • Contact Us
Select Page

How to join the pension treasure hunt and discover “lost” savings

by CA Financial Services | Sep 9, 2024 | Blog

You could uncover “lost” pension savings and boost your retirement by tracking down old pots you might have forgotten about. Read on to find out why you might have lost pensions and how to rediscover them.  27 October 2024 marks National Pension Tracing Day and...

Regular financial reviews may help you get more out of every stage of life

by CA Financial Services | Sep 9, 2024 | Blog

Balancing your long-term goals with enjoying your life now can be a difficult balancing act. Regular financial reviews could ensure you get more out of your life at every stage by helping you to strike a balance that suits your needs. It’s a common misconception that...

How understanding behavioural finance could improve your decisions

by CA Financial Services | Sep 9, 2024 | Blog

The study of how psychology affects financial behaviours is fascinating. Understanding the basics could improve your relationship with money and how it influences your financial decisions. Behavioural finance looks at how psychological influences and biases affect the...

Study: Greater freedom means money can buy happiness

by CA Financial Services | Sep 9, 2024 | Blog

A new study has disputed the saying “money can’t buy happiness”. In fact, the research suggests the opposite is true, money can buy happiness, but it isn’t as simple as accumulating as much wealth as possible. According to the Guardian, a study from the University of...

Inheritance Tax: 5 shrewd strategies for reducing a potential bill

by CA Financial Services | Sep 9, 2024 | Blog

If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for when you pass away.   Last month, you read about what IHT is and when estates become liable to pay it. Now, read on to...

The first-time buyer’s guide to saving a property deposit

by CA Financial Services | Sep 3, 2024 | Blog

Saving for that all-important property deposit can be a challenge for a first-time buyer, especially when balancing a high cost of living while trying to set aside money each month. Of course, such difficulties have always existed, but young adults today face...
« Older Entries
Next Entries »

Recent Posts

  • Beyond The Headlines – July 2026 Portfolio Update
  • AI can’t replace real retirement advice
  • ISA confusion holding back investors
  • Time out, not checked out – the rise of sabbaticals
  • Small steps, big impact: building your financial future

Recent Comments

No comments to show.

HEAD OFFICE:

CA Financial Services,
74 West End
Kemsing
Sevenoaks
Kent
TN15 6QE 

CONTACT INFO:

Phone: 0800 6444672
Phone: 01732 617950
Email: enquiries@cafinancialservices.co.uk
Web: Contact Us Page

Book Your Complimentary Wealth Consultation

Please click this box to confirm you accept the privacy notice

LATEST PUBLICATIONS:

Retirement Options & Lifetime Mortgages

Why you should remain invested

A choice of Investment Approaches

CA Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FRN 964558). CA Financial Services Ltd Registered in England & Wales No. 10149085. Registered Office: 74 West End, Kemsing, Sevenoaks, Kent, TN15 6QE.

Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate estate planning, tax advice, wills, trusts or cashflow planning.

We offer independent advice from the whole of the market.

Click here to read our Privacy Notice
Click here to read our Privacy Policy

© Copyright 2012 - 2026 CA Financial Services Ltd. All rights Reserved | Site designed by https://perfectcloudhosting.uk/

  • Follow
  • Follow
  • Follow
  • Follow
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.