We are Independent Financial Advisers that offer comprehensive financial advice and financial services that are tailored to meet your individual needs. I am an Independent Financial Adviser with 11 years' experience in the industry. As a sole trader, I started my own financial planning business, CA Financial Services in 2007 and started trading through CA Financial Services Ltd in 2018.
We offer comprehensive financial planning covering all areas of personal financial advice from Pensions and Investments to Tax Planning, Equity Release, Wills, Estate Planning and Personal Protection. We also offer advice to business on extracting profits tax efficiently, corporate pensions, business protection and succession planning.
We offer comprehensive financial planning covering all areas of personal financial advice from Pensions and Investments to Tax Planning, Equity Release, Wills, Estate Planning and Personal Protection. We also offer advice to business on extracting profits tax efficiently, corporate pensions, business protection and succession planning.
Services
Planning for retirement is a process that will look a little different from person to person. In general, the idea is to set in place streams of income that are adequate, not only to meet your day-to-day living costs, but that will also allow you to enjoy those well earned luxuries in life. I consent to CA Financial Services collect my name, email address and phone number in order to communicate with me.
The later years of life often bring different challenges that can be costly. Having a stream of income during these times is very important to avoid financial difficulty. Most of us want to enjoy retirement as a peaceful time. Pensions provide the finances to help make this possible. The age you retire and type of pension you chose is up to you.
Life and Critical Illness cover are the traditional forms of cover for those looking to protect their mortgages and families in the event of critical illness or death and the good news is that it can cost you less than your morning coffee habit! Life policies offer a way of providing financial security in the event of death.
Private medical insurance is used to cover the cost of private medical treatment for curable short-term medical conditions. Private medical insurance includes the cost of surgery specialist accommodation and nursing in a private hospital, or in a private ward in an NHS hospital. Usually there are two types of private medical insurance, standard and comprehensive.
Will writing is not regulated by the Financial Conduct Authority. Will Writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business. Inheritance Tax (IHT) is no longer just a concern of the wealthy.
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