I am most appreciative of your kindness in arranging to meet at my home because as you know travel is a difficulty for me, so this understanding of my circumstances and willingness to come to me, was most welcome, and I thank you for it. I was put at ease by your answers to a…
The service I received met or exceeded my expectations 5/5 I believe my adviser and the team have the technical knowledge to meet my financial needs 5/5 My relationship with CCA staff is strong and one of trust 5/5 The communication following our appointment was delivered in a timely manner and easy to understand 5/5…
The service I received met or exceeded my expectations 4/5 I believe my adviser and the team have the technical knowledge to meet my financial needs 4/5 My relationship with CCA staff is strong and one of trust 4/5 The communication following our appointment was delivered in a timely manner and easy to understand 5/5…
The service I received met or exceeded my expectations 4/5 I believe my adviser and the team have the technical knowledge to meet my financial needs 5/5 My relationship with CCA staff is strong and one of trust 5/5 The communication following our appointment was delivered in a timely manner and easy to understand 5/5…
The service I received met or exceeded my expectations 5/5 I believe my adviser and the team have the technical knowledge to meet my financial needs 5/5 My relationship with CCA staff is strong and one of trust 5/5 The communication following our appointment was delivered in a timely manner and easy to understand 5/5…
Great service, professional and friendly people. The service I received met or exceeded my expectations 5/5 I believe my adviser and the team have the technical knowledge to meet my financial needs 5/5 My relationship with CCA staff is strong and one of trust 5/5 The communication following our appointment was delivered in a timely…
Our Beginners guide to Wealth program is for those who are just starting out their journey to Wealth and are ready to take the first step to a more secure financial future.
Our Wealth Program is for those wanting to take their next step with Wealth creation and create financial security. The program will provide the confidence to improve and secure the financial foundation you have already created.
Our Wealth Management Program is designed for those with an existing well established base — we can offer you the advice you need to grow and get the best return on these assets.
Celebrating Success at the IFA Excellence Awards 2025 We are thrilled to share that CCA Financial Planners proudly attended the IFA Excellence Awards 2025, an event that celebrates the very best in the financial advice industry. This year was particularly special for us, as our team was nominated for four major awards — a true reflection of…
