Get the best possible financial advice from your local, Sevenoaks based, independent financial adviser.
Imagine the security of knowing that you have your retirement plan in place and your investment strategy over the next 5 years sorted. We can help.
Here are 5 reasons to work with us:
We’re committed to your financial success
We have everything you need under one roof
We’re truly independent
We get GREAT reviews – click the button and read what our clients say
We offer a FREE initial consultation- fill in the form and we’ll get straight back to you
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No matter what your financial circumstances, property remains one of the biggest purchase decisions you’ll ever make and with continued uncertainty in financial markets, ensuring you have the best advice regarding the finance of your property is more important that ever before.
All CA Financial Services advisors are CeMAP qualified and have direct access to all products in the UK mortgage market. We are able to help clients in all circumstances, from first time buyers through to remortgages. We are also able to help with bridging loans and commercial finance for property.
We charge an upfront fee of just £295 for arranging a mortgage. After that, you can choose how to pay us:
- Pay us a fee, usually 0.5% of the loan amount, with commission from the lender rebated to you
- Choose for us to be paid by receiving commission from the lender
Here at CA Financial Services, we pride ourselves on independent mortgage advice, tailored to your situation.
Taking out a mortgage is a large, long-term commitment. Making sure that you protect that commitment is key to ensuring your family will continue with the lifestyle to which they have become accustomed, should the unexpected happen.
Everyone needs a ‘family survival plan’, incase the worst case scenario happens. Get clear on yours by discussing your options with a member of the CA Financial Services Team today. We can provide guidance across the full spectrum of protection products, many of which can be found here: Personal & Family Protection
Please note that your home may be repossessed if you do not keep up payments on your mortgage.
Please also note that the FCA does not regulate bridging finance and commercial mortgages.
“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.”