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:
Financial education – giving your children a head start
Keeping your children occupied at home can prove challenging; it’s a real strain, trying to keep them engaged and interested. With the COVID-19 outbreak causing the majority of children to be home-schooled, parents are understandably concerned about their education...
Cashless society – a worrying prospect for many
As society fast becomes cashless, a recent review has called for extra safeguards to support the cash infrastructure in the UK8. A significant number of people and businesses are still reliant on cash transactions on a daily basis, and it is feared that the move...
Heirs could inherit up to £1m tax-free
Inheritance Tax (IHT) has come under the spotlight over the past few years; the Office of Tax Simplification have conducted a couple of reviews on the unpopular tax, which was left untouched in the Spring Budget. The good news is that, with expert planning, you can...
Unused services cost Brits £25bn a year
New research2 has found that the typical adult spends £496 per month on regular commitments, but £39 of that accounts for services that aren’t used. The most wasted outgoing is for gym membership, with 12% saying they pay for it, despite not using it. Other unused...
United in turbulent times – we’re in it for the long haul
As a result of the COVID-19 outbreak, global stock markets are suffering a major period of volatility. We all know that markets do not respond well to periods of uncertainty and that volatility goes hand in hand with stock market investment. Although undulations in...
For a sense of wellbeing – spring clean your finances
The days are longer, the sun is shining, it’s time to embark on a good spring clean. A great opportunity to de-clutter, organise and refresh your home and life. When your environment is clean, it brings a sense of wellbeing and contentment. This concept to tidy and...