Financial Adviser Sevenoaks – Craig Atkins

I am Craig Atkins, an Independent Financial Adviser based in Sevenoaks, Kent. I have over 15 years’ experience in the industry. As a sole trader, I started my own financial planning business, CA Financial Services in Sevenoaks, in 2007 and started trading through CA Financial Services Ltd in 2018, covering Sevenoaks, TN13, TN14, TN15 and wider Kent; Tonbridge and Tunbridge Wells.

We offer complete wealth management covering all areas of personal financial advice from Pensions and Investments to Tax Planning, Equity Release, Wills, Estate Planning and Personal Protection. We focus our clients in and around Tonbridge, Sevenoaks and the TN postcodes, TN9, TN10, TN13, TN14 and TN2 + TN4. We also offer advice to business on extracting profits tax efficiently, corporate pensions, business protection and succession planning.

A large part of my time is spent with clients focusing on achieving their long term retirement objectives. For those at or close to retirement we review the most effective options for releasing their pension income and achieving their financial and personal objectives.

Initial discussions will be free of charge and without obligation. Where further advice is deemed necessary, I will present fee options up front and explain the choices you can make in deciding how to pay these. It will then be up to you to decide if you wish to go ahead without, please rest assured, any pressure imposed from me.

Sevenoaks Independent Financial Adviser –

Craig Atkins

In the event all recommendations cannot be met at once, I will help you prioritise and proceed accordingly as this is only the first step in what I would hope to be a long-term relationship where, with my guidance and experience, your financial aims and objectives are satisfied to the benefit of you and your family.

Sevenoaks Financial Adviser – CA Financial Services Ltd

Wealth Management

Offering wealth management advice for Tonbridge, I deal with all different types of clients. I strongly believes that every client is unique, my independent status means that I’m are able to deliver bespoke advice and solutions to meet my clients needs.

Pensions

For specialist pension advice in Tonbridge, I can look after you. I specialise in pensions, long term care for the elderly, protection and healthcare.

Equity Release

For equity release advice in Tonbridge, we’re the specialists you can trust. Craig has specialised in equity release around Tonbridge for over 15 years, so whether you’re looking to improve your home, buy a new car, or pass on some money to the children, I can help.

Savings & Investments

As an experienced financial adviser in Tonbridge I have the knowledge and experience to advise you on all areas of investments, both long and short term for all types of clients.

Ready to talk?

Drop me a call or an Email

For an experienced and professional financial adviser in Sevenoaks, Kent, get in touch with Craig Atkins today on: 01732 617 950 or find email on craig.atkins@cafinancialservices.co.uk to arrange a FREE no obligation appointment.

Craig Atkins. Financial Adviser Sevenoaks.