CA Financial Services - Sevenoaks

CA Financial Services: Una Empresa de Servicios Financieros de Confianza

CA Financial Services es una empresa de servicios financieros con sede en Kemsing, Sevenoaks, en el Reino Unido. La empresa se encuentra ubicada en la siguiente dirección:

Puedes contactar a la empresa por teléfono en 1732617950 o visitar su sitio web en cafinancialservices.co.uk.

Características y Especialidades

CA Financial Services se especializa en ofrecer servicios de planificación financiera y servicios de inversión. Los expertos de la empresa están capacitados para ayudar a los clientes a alcanzar sus objetivos financieros y a gestionar su riesgo de manera efectiva.

Otras Características de la Empresa

La empresa cuenta con un estacionamiento de vehículos con acceso razonable para personas con discapacidad.
La entrada y el baño están diseñados para ser accesibles para personas con discapacidad.
* Se requiere una cita previa para realizar consultas.

Opiniones y Calificación

CA Financial Services ha recibido una calificación promedio de 5/5 en Google My Business, basada en 18 reseñas. Los clientes han destacado la experiencia excepcional con el que han sido atendidos, la gran cantidad de conocimiento que tienen los expertos de la empresa y la capacidad de responder a todas las preguntas antes de tomar una decisión.

Algunos clientes han mencionado que los expertos de la empresa han sido capaces de identificar riesgos que no eran evidentes para ellos y han proporcionado recomendaciones personalizadas para gestionar su riesgo de manera efectiva.

Recomendación

Si estás buscando una empresa de servicios financieros confiable y con experiencia, CA Financial Services es una excelente opción. Con su equipo de expertos capacitados y su enfoque en la planificación financiera y la inversión, la empresa puede ayudarte a alcanzar tus objetivos financieros y a gestionar tu riesgo de manera efectiva.

En resumen, CA Financial Services es una empresa de servicios financieros con una excelente reputación, ubicada en Kemsing, Sevenoaks, en el Reino Unido. Con su equipo de expertos capacitados y su enfoque en la planificación financiera y la inversión, la empresa puede ayudarte a alcanzar tus objetivos financieros y a gestionar tu riesgo de manera efectiva.

👍 Reviews of CA Financial Services

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.

David B.

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

michael B.

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.

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.