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:
TEN YEARS SINCE THE FINANCIAL CRISIS
TEN YEARS SINCE THE FINANCIAL CRISIS Just over ten years since the start of the financial crisis, the global economy is well and truly in recovery mode. In the aftermath, investors were blindsided as global equities fell by 38% and UK equities by 46%. Aggressive...
PENSION FREEDOMS – STAY INFORMED
PENSION FREEDOMS – STAY INFORMED TO MAKE THE RIGHT CHOICES The pensions landscape has undergone a complete overhaul since the introduction of the ‘new’ pension legislation in 2015. However, it hasn’t all been plain sailing. Amid fears that some pension savers are...
TAKING FINANCIAL ADVICE WILL ENHANCE YOUR WEALTH
TAKING FINANCIAL ADVICE WILL ENHANCE YOUR WEALTH A recent report1 has shown that consumers who take financial advice find themselves better off than those who don’t take advice when making major financial decisions. Entitled ‘The alue of Financial Advice’, it was...
The Stages of Financial Life
The Stages of Financial Life Where we can help you: [/fusion_text][fusion_imageframe image_id="1780" style_type="none" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align="none" lightbox="no" gallery_id="" lightbox_image="" alt=""...
Economic Review December 2017
Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based...
Pension Sharing In Divorce
How does pension sharing work in divorce If a couple decide to end their marriage, it’s worth considering how does pension sharing work in divorce. Whilst the matrimonial assets will be subject to review, pension arrangements need to be considered also. Although...