CA Financial Services
Get the best possible financial advice from your Sevenoaks Independent Financial Adviser
Get a Free Financial Plan Consultation
There are lots of reasons our clients choose to work with us. Here are a just 5:
- We’re committed to your financial success
- We have everything you need under one roof
- We’re a truly independent Sevenoaks based IFA
- We get GREAT reviews – click the button and read what our clients say
- We offer a FREE INITIAL FINANCIAL CONSULTATION CALL – click the button to book
Welcome to CA Financial Services
We are Independent Financial Advisers that offer comprehensive financial advice and financial services that are tailored to meet your individual needs.
I am an Independent Financial Adviser (IFA) with 15 years’ experience based in Sevenoaks, Kent. As a sole trader, I started my own independent financial planning business, CA Financial Services in 2007 and started offering independent financial advice through CA Financial Services Ltd in 2018.
We offer comprehensive, independent, financial planning covering all areas of personal financial advice from Pensions and Investments to Tax Planning, Lifetime Mortgages, Wills, Estate Planning and Personal Protection from our offices near Sevenoaks, Kent. We also offer advice to business on extracting profits tax efficiently, corporate pensions, business protection and succession planning.
A large part of my time is spent with clients focusing on achieving their long term retirement objectives. For those at or close to retirement we review the most effective options for releasing their pension income and achieving their financial and personal objectives.
From our Sevenoaks offices in the heart of Kent, we offer financial advice to those living in the surrounding areas, Tonbridge, Tunbridge Wells, Maidstone, Dartford and into wider Sussex and Surrey.
Who can we help with financial advice?
Widow or Widower
Working with you to find financial stability, feel secure and maximise your life.
Divorcing or Separating
Working with you to make the best financial decisions to secure a stable future for you and your family
Here’s what a few of our clients say about us:
%
Would recommend us to friends and family
%
Agree that we've helped or are helping them acvieve their goals
REQUEST YOUR 100% FREE INITIAL CONSULTATION CALL
Please fill in the contact form and we’ll get back to you shortly.
Please fill in the contact form and we’ll get back to you shortly.
I received a well informed and personal service from CA Financial Services. After consultation, I was given understandable information and a range of choices to suit my needs and from this along with advice, I was able to make a decision I was happy with. I would recommend this service.
We approached CA Financial Services to advise on a wide range of pensions and other investments and the service that we have received from Craig and the rest of the team has been excellent. They listen to our needs and expectations for our investments, check we’re happy with and understand decisions made, and respond to queries very efficiently. We feel very confident, happy and well-supported through the personal service provided by CA Financial Services, and that our money is working hard for us over the long-term.
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 CK & DK
Wealth Management & Financial Planning
Investment & ISA Management
There are a wide variety of investments that we can advise you on depending on your short, medium and long term goals
Online Platform
All our clients can access our online portal for easy management of all your investments
Retirement Planning
Planning for retirement will look different from person to person. Our IFAs ensure you have adequate income day-to-day and allow you to enjoy those well-earned luxuries
Inheritance Tax Planning
Inheritance Tax (IHT) is no longer just a concern of the wealthy. It is a growing concern for all of us, especially homeowners who have benefited from growth in the value of their properties over recent years.
Protection & Long Term Care
Life cover and critical illness cover are the traditional forms for those looking to protect their families and mortgages in the event of critical illness or death.
Lifetime Mortgages
Lifetime Mortgages can be a helpful financial option for those looking to raise capital. It is a type of mortgage that helps homeowners who are over the age of 55 to access stored equity within their home.
Our Mission Is to Build the Foundations of a Secure Future
Future
Contact Us
If you have any questions, or would like to arrange an initial financial advice appointment please fill in the form below or call us on (Sevenoaks) 01732 617950
REQUEST YOUR 100% FREE INITIAL CONSULTATION CALL
Find Us
We’re based in Kemsing, just outside of Sevenoaks. We cover the whole of Kent, Sussex and Surrey as well as into South London
We release frequent financial advice blogs. Please see below and sign-up for our newsletter:
Inheritance Tax receipts rise again. What can you do to minimise the bill?
Official figures show that the amount paid in Inheritance Tax (IHT) has increased again. As the IHT thresholds are set to remain the same despite rising inflation, more people will need to consider how IHT could affect what they leave behind for their families....
More people than ever are saving into a pension, but 6 in 10 aren’t confident about their knowledge
The latest figures from the Pension Regulator prove that pension auto-enrolment has been a success – more people than ever are saving into a pension. Yet, research also shows that many people don’t think they know enough about saving for retirement. Before the...
3 tips to manage your concern in an uncertain time
Since the start of 2022, you’ve probably noticed that global markets – and perhaps the value of your pension or investments – have been a little uncertain. Over the last week or two, the ongoing situation in Ukraine has exacerbated this volatility. It’s natural to...
Guide: 5 important lessons that Napoleon can teach you about growing your wealth
In 1793, a vast army of the French First Republic locked horns with a combined force of Royalists and their foreign allies at the port city of Toulon. It was in this battle that a young artillery officer caught the attention of his superiors, demonstrating not only a...
Inflation risk for parent savers
For some years, the Bank of England’s target for annual Consumer Prices Index (CPI) growth has been an average of 2%. In 2021, however, inflation indices have risen faster as the economy bounces back. This poses a problem for savers, who risk seeing the real value of...
UK investors willing to spend less to invest more
When spending opportunities fell during the pandemic, many people increased their investment contributions. Now, travel, leisure and hospitality spending are recovering, but the investing buzz looks set to continue. Don’t stop investing A poll (6) has revealed that...