CA Financial Services

Independent Financial Adviser  Peveril 74 West End, Kemsing, Kent, TN15 6QE
First meeting at adviser's own cost
We pride ourselves in offering comprehensive financial planning advice in all the key areas of financial advice - retirement planning, pensions, drawdown, annuities, investments and ISA's. Tax, Estate and cash flow planning are very important.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Craig Atkins BSc(Econs), EMPA, DipFA, CeLTC
Independent Financial Adviser

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

At CA Financial Services, we are a team of highly regarded, Independent Financial Advisers offering advice specifically tailored to your individual needs.

We are based in Kemsing near Sevenoaks and serve Kent, Surrey, London and the South East.

CA Financial Services was established in 2007, with over 13 years combined experience in the field.

We offer a unrivalled portfolio of products, to get your money working for the life that you deserve.

Our services

Our highly accomplished team gets your money working for the life that you deserve. We are accustomed to putting together the very best mix of financial products and solutions from across the marketplace to fully suit your requirements.

We strive to treat everyone as individuals and offer a fully comprehensive package depending on your own personal circumstances.

Where to find us
Head office address: Peveril 74 West End, Kemsing, Kemsing, Kent, TN15 6QE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th June 2021

Similar advisers near you

Independent Financial Adviser 1.5 mi
Whether you are looking at providing some financial security in the event of death or illness, planning for your retirement or looking for better ways to save and invest I can help you achieve your goals.
 
Independent Financial Adviser 1.96 mi
At SN Financial we have a dedicated Wealth Management Team who guide our clients through their Savings and Investment requirements and offer investment advice. Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance. Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.
 
Independent Financial Adviser 2 mi
Being independent, we are not tied to the products of a single company. We work for our clients and provide advice on their circumstances and if that means a particular product can meet their needs, then we have the whole of market to choose from.
 
Independent Financial Adviser 2.16 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.