CA Financial Services

Independent Financial Adviser  Peveril 74 West End, Kemsing, Kent, TN15 6QE
check
FCA authorised
Last authorised 25th October 2021
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
Meet our advisers
MR Craig Atkins BSc(Econs), EMPA, DipFA, CeLTC
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Peveril 74 West End, Kemsing, Kemsing, Kent, TN15 6QE

Similar advisers near you

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 2.24 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Restricted - whole of market 2.33 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.