CA Financial Services

Reviews

1. S. E. R ★★★★★

   Craig recently gave me some pensions advice and I was really impressed by his friendly and approachable manner. He immediately put me at ease and explained things clearly without using any jargon. He took the time to answer my questions thoroughly and made sure I felt confident about the options available to me. Overall, a very helpful and professional service and I would recommend Craig to anyone looking for guidance on pensions, including the teachers’ pension scheme.

   almost 2 months ago
2. Julia Draper ★★★★★

   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.

   almost 7 months ago
3. David Kitcatte ★★★★★

   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

   almost 8 months ago

1. Jake ★★★★★

   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.

   1 year ago
2. Laura ★★★★★

   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.

   1 year ago

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