We are Independent Financial Advisers covering all of Kent from our base in Sevenoaks. We offer comprehensive financial advice and financial services tailored to meet your individual needs. Want help achieving your financial goals and aspirations? We’re the IFA to help you.
Since working with Craig, he has met and surpassed our expectations. He takes the time to know our personal situation which has given us the confidence to deliver our financial goals and to prepare for our retirement and our future. We highly recommend Craig & CA Financial Services
– Tina Kent
Here are just five of the reasons why you should work with us:
We’re truly independent
That means you’ll get financial advice you can trust. Our highly regarded and impartial independent financial advisers have access to the whole of market and provide guidance following a thorough appraisal of available options. Our offices are in Sevenoaks if you want to pop in. We also travel and cover Tunbridge Wells, East Grinstead, Crawley and wider Sussex.
We have everything you need under one roof
That means less work for you. Whether you want financial advice on investments and pensions, equity release, mortgages and protection or tax planning, we have the skills and the experience to ensure you make the decisions that are right for you. Our job is to help you create the life you want by making your money work as hard as possible for you.
Tax planning is not regulated by the Financial Conduct Authority.
We’re committed to your financial success
That means you’ll be treated like the unique individual that you are. If you choose to work with us, you’ll be given a dedicated Financial Adviser who will partner with you to understand your circumstances and conduct continuous reviews to ensure you are always getting the best from your investments.
We offer a FREE initial review
That means you have nothing to lose. Whether you’re based in Tunbridge Wells, East Grinstead or Crawley, we provide a no obligation review at a time and place that’s convenient for you.
Ready to find out more? Get started today with a free initial consultation.
Contact us today and a member of our team will be happy to provide you with more information.