CA Financial Services - Sevenoaks

Address: 74 W End, Kemsing, Sevenoaks TN15 6QE, United Kingdom.
Phone: 1732617950.
Website: cafinancialservices.co.uk.
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

Location of CA Financial Services

1732617950

CA Financial Services, located at Address: 74 W End, Kemsing, Sevenoaks TN15 6QE, United Kingdom. is a financial planning and investment service company that offers expert advice and solutions to individuals and businesses. With a team of experienced professionals, CA Financial Services aims to help its clients achieve their financial goals through careful planning and strategic investment.

One of the key features of CA Financial Services is its commitment to accessibility. The company provides a wheelchair-accessible car park, entrance, and toilet, making it easy for people with mobility issues to visit and receive financial advice. The company also has toilets available for all clients. An appointment is required to ensure that each client receives the necessary time and attention from the financial advisors.

CA Financial Services has received excellent reviews from its clients, with a average opinion: 5/5 based on 16 reviews on Google My Business. This high rating reflects the company's expertise, professionalism, and dedication to providing top-quality financial services.

If you are looking for a financial planner or investment service, CA Financial Services is an excellent choice. The company's experienced team of advisors can help you create a customized financial plan that meets your unique needs and goals. With a commitment to accessibility and a strong reputation for excellence, CA Financial Services is a trusted partner for all your financial planning and investment needs.

To learn more about CA Financial Services and how they can help you achieve your financial goals, visit their Website: cafinancialservices.co.uk. You can also contact them directly by phone at Phone: 1732617950. The company requires an appointment, so be sure to schedule a time to speak with a financial advisor and start your journey toward financial success.

Reviews of CA Financial Services

Ann Bayliss

5/5

I have used Craig as an advisor for several years now. Always grateful and thankful that I have his expertise to hand when needed. Craig is competent and reliable and we have yearly meet ups to go over my needs and see if anything needs ‘tweaking’.
Very happy with CA Financial Services and more than happy to recommend his service to others.

carol easley

5/5

Craig has been amazing with helping me to understand my pensions and finances, have been with him since 2010 when I had to setup a pension sharing order. And so far I am happy with the help he has given me in accessing my pension accounts. I woul recommend Craig for your financial accounting.

Will Stengel

5/5

I’ve been with Craig for a few years and always found his advice to be productive and worthwhile, delivering positive returns. On a personal level he has always been courteous and accommodating. In short, I feel my pension is safe in his hands.

michael bright

5/5

My wife and I have been advised by Craig on financial matters for about eight years now. He has guided my wife on pension arrangements and me on lump sum investments and we are both pleased with the service we receive. Craig is helpful, knowledgable and a pleasure to deal with.

David Barlow

5/5

It's a real pleasure dealing with Craig Atkins at CA Financial. Always ready to help with good & sound advice. From the outset he has been of great value in consolidating my many pensions into a manageable pot that performed well and enabled me to take early retirement with a comfortable income. Would definitely recommend Craig

Roy Ward

5/5

I've known Craig for over 13 years, ever since I retired and needed advise on my pension pot . His prompt service was second to none. He arranged everything for me and I now have a drawdown pension, whilst still keeping my pension invested, which is also still making a good return on my investment. We always have regular meet up's for updates and reviews. Craig has my endorsment for giving sound unbias advise.

Dom Kerr

5/5

Craig of CA Financial Services completed a thorough review of all my personal and ex-work pensions and advised what could be done with them.

He came up with a plan to consolidate my pensions and calculated how much income I would have and my retirement date options.

I now have a financial plan and peace of mind for my future retirement.

Lynn Unsworth

5/5

Craig was extremely helpful and patient. He explained everything in detail. Didn’t feel at all rushed or pressured in making any decisions. Would definitely to anyone needing financial advice. Thankyou Craig