Craig Atkins

Craig Atkins

C A Financial Services

Craig's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 5 )

Pensions ( 56 )

Equity Release ( 6 )

Retirement income (annuities, drawdown) ( 32 )

Investments and Savings ( 27 )

Pension Transfers - Non Specialist ( 11 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 14 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 17 )

£100k - £200k ( 7 )

Up to £50k ( 9 )

£50k - 100k ( 11 )

First impression

by a VouchedFor user

21 days ago

Overall

Please provide a brief comment about your experience with Craig

Helpful and friendly. Answered my questions with assurance and provided clear advice and guidance.

Craig:

Hi Philip thanks very much for the review. It's much appreciated. Please feel free to drop me a line if you require further assistance with creating and implementing a retirement plan. Best wishes, Craig
Review

by a verified client in Kent

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

review and transfer of pension schemes

How has Craig Atkins helped you?

Has investigated my family income and advised

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I should have come to him sooner

Craig:

Hi Tamer thanks very much for your kind review. It was great to catch up after a long time and complete transfers on your pensions to a more effective arrangement. If you have friends or family who need advice, I am always on hand to have a chat. I look forward to speaking to you soon. Best of luck with everything. Craig
Repeat review

by a verified client in Kent

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Craig Atkins helped you since your last review?

Yes

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Craig

Wonderful, exceeded expectation as I required specific financial advice surrounding a few pension funds and the advice provided was professionally sound and easily understood.

Review

by a verified client in Surrey

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had poor returns from my investments in my retirement.

How has Craig Atkins helped you?

Craig changed my investments so l'm able to receive an income to top up my pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm happy with the financial outcome.

Craig:

Hi Julia Thanks very much for taking the time to complete a review about my service. It's pleasing that you are achieving your financial objectives and are happy discussing any challenges that you may face. Please give me call when you needs to discuss anything. I look forward to speaking to you soon. Best wishes, Craig