Personalized financial planning for a secure financial future
About Our Team
CA Financial Services is led by Craig Anslow, an Independent Financial Adviser (IFA) with over 15 years of experience. He established CA Financial Services in 2007 and founded CA Financial Services Ltd in 2018, driven by a commitment to provide transparent and personalized financial guidance.
Our Vision
Our vision is to empower individuals and businesses in the Sevenoaks area to achieve financial success through tailored financial plans. We believe everyone deserves access to clear, accessible financial guidance, regardless of their situation or goals.
Our Services
We offer a comprehensive range of financial services, including:
Retirement Planning & Pensions
- Auto-Enrolment Pension reviews & optimization
- Pension savings & investments
- Pension annuity advice
- Retirement planning for widows, retirees, and families
Investments & Wealth Management
- Investment planning & review
- Portfolio management
- ISAs & other tax-efficient savings solutions
Protection & Estate Planning
- Life insurance and critical illness cover
- Private medical insurance
- Estate planning and inheritance tax advice
- Will writing and power of attorney services
Business & Tax Planning
- Business profit extraction planning
- Corporate pension planning
- Business protection and succession planning
Our Approach
We take a collaborative and personalized approach to financial planning. We take the time to understand your unique situation, goals, and concerns before developing a tailored plan that aligns with your individual needs.
Why Choose CA Financial Services?
- Independent and impartial: We are not tied to any specific financial institutions, allowing us to find the best solutions for you.
- Personable and accessible: We believe in building strong relationships with our clients and are available to answer your questions and address your concerns.
- Results-oriented: We are committed to helping you achieve your financial goals and providing regular reviews to ensure your plan remains effective over time.
We can help you with
- Achieving financial security in retirement
- Protecting your family and assets
- Growing your wealth through investment
- Planning for the future of your business
- Making informed financial decisions every step of the way
Numerous Testimonials for Craig Atkins and CA Financial Services
Throughout the reviews, it is evident that Craig Atkins and CA Financial Services have provided exceptional financial advice and services to their clients. The reviewers praise Craig's expertise, courtesy, and accommodating nature, highlighting the value they have received from his guidance.
Professional Expertise and Personal Approach
Many reviewers have praised Craig's detailed professional advice, stating that he provides a personal approach to financial planning, taking the time to explain complex concepts in a way that is easy to understand. His patients and willingness to answer questions have also been noted as positives, making clients feel at ease and confident in his services.
Consolidation and Management of Pensions
Several reviewers have appreciated Craig's help in consolidating their pensions, ensuring that their financial futures are secure. He has guided them in creating manageable pension pots, providing peace of mind and enabling early retirement or comfortable income in retirement.
Recommendations and Endorsements
Almost every reviewer has gone out of their way to recommend Craig and CA Financial Services to others, citing the exceptional service they have received. Several have even given their endorsement, stating that Craig has their full approval for providing sound, unbiased advice.
Consistent Excellent Service
It is clear that Craig and his team at CA Financial Services consistently deliver excellent service, as many reviewers have been using their services for extended periods. The majority of reviews are 5-star ratings, a testament to the high quality of their work.
