CA Financial Services partners with Octopus Investments to bring you their breadth of investment products.
Octopus Investments now have over 700 employees, more than 150,000 customers, and manage over £8.6 billion* across all Octopus Group businesses. They offer market-leading positions in tax-efficient investment, smaller company financing, renewable energy and healthcare.
* Octopus at 30th June 2019.
Please contact us for a free initial consultation and see how we can help you invest with Octopus
“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.”
“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 in the future.”
“So far, I have only used Craig to maximise an annuity following maturity of a stakeholder pension. Service to date has enthused me to follow up with a review of all existing investments.”
“I’ve known Craig for 18 months. In that time, his advice has been second to none. I was made redundant in early 2013. My main concern at the time was my company pension and the fact that my company would no longer be funding it. Craig’s advice was to take my pot out and invest it in a drawdown pension. Craig took care of all the transfers and setting me up with a sipp and a fund managed portfolio. Prior to this, a risk assessment was carried out with myself and Craig. He has also arranged meetings with the fund management company in which I have my own fund manager. I’m kept up to date with my portfolio and it’s performance. Craig has also given me sound advice on tax and investments with follow up reviews.”
“Very approachable and good manner. Good summary reports.”
“Gives very good advice and treats you as an individual. Very easy to talk to and explains things in layman’s terms. Craig sorted out the problems with my previous pension provider and I am now a lot happier with my investment. I will definitely pass Craig’s number on.”
“Really listened to what I needed. Very reassuring in every aspect.”
“Craig is clearly passionate about finding the right product for his clients. He is also reasonable and upfront about any risks and you never feel that he is placing any up unwanted pressure, which is rare in this field. He is a true gem and I am pleased he looks after my portfolio.”
“Since finding Craig, following my redundancy in 2009, he has been very helpful and professional in his manner and advice. He carried out a full review of my finances and pointed me in the right direction. Since then, he has helped me to transfer a company pension to a private pension scheme and will soon be organising a mortgage for us. Highly recommended and does not push particular products.”
“Listens to what you need – not what he wants to sell you. Will offer solutions after gaining all the facts. He has arranged insurance for an insurance-a-phobe and having dealt with the company for claims in the last year they have been extremely easy and pleasant to deal with, so I am more than happy with the service provided by them and by Craig. I would recommend him to anyone looking to review their financial/insurance situation – very helpful and pleasant to deal with.”
“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.”