Craig Atkins

Craig Atkins

C A Financial Services

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Sevenoaks
View location

Top Rated 2025
Verified since: December, 2021

4.7 out of 5

81 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 22 April 2025

    Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Craig has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Craig has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Craig

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 6 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 22 April 2025

    Craig and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Craig has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Craig has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Craig

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Craig (based on 6 first impressions)

CA Financial Services is a business that provides comprehensive financial advice and financial services tailored to meet your individual needs. Here are the the top 5 reasons why you should work with us: 1. CA Financial Services has everything you need to achieve your financial aspirations, all under one roof. Whether you want advice on lifetime mortgages, a review of your pension, ISAs, investments or estate planning, we have the skills and the experience to ensure you make the decisions that are 100% right for you and your family. *The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.* 2. CA Financial Services is a truly independent business. That means you’ll get advice you can trust. Our highly regarded and impartial independent financial advisers have access to the entire financial market and provide guidance following a thorough appraisal of all available options. 3. CA Financial Services is committed to your financial success. That means you’ll be treated like the unique individual that you are. If you choose to work with us, you’ll be given a dedicated Relationship Manager who will partner with you to understand your circumstances and conduct continuous reviews to ensure you are always getting the best from your investments. 4. Check out our ratings and testimonials contained within our VouchedFor profile, to find out more about the level of service we provide. 5. CA Financial Services offers everyone a FREE initial review. That means you have nothing to lose. Whether you’re based in Kent, Surrey, Sussex, or the South East, we’ll provide a no obligation review at a convenient time for you. The reality is that it has never been more important to take control of your personal finances than today. Let us help you plan well for your future and your financial success!

Offers available through VouchedFor

Contact Craig through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Craig's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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Adviser Disclaimer

CA Financial Services is a trading style of C A Financial Services LTD, which is authorised and regulated by the Financial Services Authority. Our FCA number is 964558. C A Financial Services Ltd is Registered in England and Wales, No: 10149085. Registered Address: 74 West End, Kemsing, Sevenoaks, Kent, TN15 6QE