CA Financial Services - Sevenoaks

CA Financial Services

CA Financial Services se encuentra ubicado en Address: 74 W End, Kemsing, Sevenoaks TN15 6QE, United Kingdom, y puede ser contactado mediante Phone: 1732617950 o visitando su sitio web en Website: cafinancialservices.co.uk.

Especialidades

CA Financial Services ofrece servicios de planificación financiera y servicios de inversión.

Otras características

Este establecimiento cuenta con un aparcamiento accesible para sillas de ruedas, entrada accesible para sillas de ruedas y baño accesible para sillas de ruedas. Se requiere una cita previa y se recomienda hacer una cita con anticipación.

Craig ha sido nuestra opción financiera durante varios años y ha demostrado ser muy amigable, eficiente y capaz de comprender nuestras necesidades y necesidades de inversión, tanto en planificación de pensiones como en cuidado de nuestros requisitos de jubilación. Se recomienda a todos los clientes para sus necesidades financieras. Craig siempre está disponible para brindar orientación y asesoramiento cuando se requiere.

Dave y Tina

👍 Reviews of CA Financial Services

David K.

5/5

We have been using Craig at CA Financial Services for a few years now and have found him to be excellent to work with.
He is friendly, efficient and really seems to be able to understand your needs and requirements whether it be for pension planning, investing or taking care of our retirement requirements. We highly recommend Craig for all your financial needs. He is always pro-active whenever we need any guidance going forward.
Dave and Tina

Julia D.

5/5

Craig has been my FA for a number of years and I have found him friendly, practical and supportive. He makes financial advice easy to understand and is always tailored to your needs at the time,. I would recommend him to any person for guidance in any financial situation.

Jake

5/5

I had a great experience with CA Financial Services. Craig helped me to merge 4 pensions into 1. Craig looked into my previous pensions and outlined the risk profile which was way too low for my age and how I would prefer to manage my risk (higher risk level). Craig provided a couple of recommendations and was able to answer all my questions before I made my decision. I would highly recommend - Craig has a wealth of knowledge.

Laura

5/5

Craig came across as being very trustworthy and had a relaxed, friendly manner that immediately put me at ease. He took the time to understand my situation and financial goals, listening carefully to my concerns. This personal approach made a huge difference in how comfortable I felt during the process. He provided extremely useful advice on how best to structure our savings and pensions, specifically tailored to my family’s needs and long-term objectives. I would highly recommend Craig to anyone looking for expert financial advice.

Ann B.

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 E.

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 S.

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.

Roy W.

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.