CA Financial Services

Independent Financial Adviser  74 West End, Kent, Sevenoaks, 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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.3/10
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FCA authorised
Last authorised 30th November 2020
Meet our advisers
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: 74 West End, Kemsing, Kent, Sevenoaks, TN15 6QE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.3/10
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FCA authorised
Last authorised 30th November 2020

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