Bank First Chooses CCA Financial Planners as Trusted Financial Planning Advisors
We are proud to announce that Bank First has sold its financial planning service to CCA Financial Planners (CCAFP), trusting us with the stewardship of its financial planning clients. This decision reflects our shared commitment to delivering high-quality, holistic financial advice that aligns with Bank First’s core values of putting clients and Members first. As a customer-owned bank that reinvests in its Membersand the wider community, Bank First’s ethos resonates with our own client-centric approach.
Up until 30 April 2025, Bank First Financial Planning will continue to look after your financial planning needs. From 1 May 2025, Members will be well-served by CCA Financial Planners.
A Partnership Built on Trust and Shared Values
Bank First has a long-standing reputation for serving the education and health sectors with integrity and commitment. Similarly, at CCAFP, we prioritise our clients’ financial well-being by providing personalised financial strategies designed to help them achieve their goals with confidence. Our partnership is a natural fit, ensuring that Bank First’s clients continue to receive expert financial guidance tailored to their unique needs.
Recognition by the IFA Excellence Awards
Our success as leading advisors has also been recognised by the Independent Financial Adviser (IFA) Excellence Awards. Our Director and Senior Financial Planner, Christopher Cachia, was featured in the IFA article, “Navigating the Financial Maze with Christopher Cachia: A Journey of Excellence and Innovation”. This highlights his expertise in guiding clients through complex financial decisions and designing high-performing investment strategies. Read more about Christopher Cachia’s journey: IFA Article
Backed by Over 100 Five-Star Reviews
CCAFP’s commitment to excellence is reflected in our outstanding five-star client reviews across multiple platforms, including Google, Facebook, and Bird’s Eye. These testimonials demonstrate the trust and satisfaction our clients place in us, reinforcing our reputation as a reliable and forward-thinking financial planning firm.
High-Quality Investment Strategies That Outperform
At the core of our investment philosophy, we utilise high-quality, not-for-profit funds like Vanguard, which have a proven track record of delivering strong passive investment returns. By combining this approach with Christopher Cachia’s highly sought-after technical analysis, we design investment portfolios that have consistently outperformed over 1, 2, and 5-year periods, ranking in the top quartile of results.
Commitment to Client-Centric Financial Planning
Our mission is to ensure that every client receives personalised, high-quality financial advice that is aligned with their financial goals and long-term security. Our partnership with Bank First reflects this commitment, as we continue to deliver transparent, ethical, and strategic financial planning solutions for their valued clients.
For more details about Bank First’s financial planning services, visit: Bank First
Why Choose CCA Financial Planners?
- Recognised as leading financial advisors with industry accolades
- Client-first approach that aligns with Bank First’s values
- Proven investment strategies using not-for-profit funds like Vanguard
- Over 100 five-star reviews from satisfied clients
- Expertise in holistic financial planning, ensuring clients achieve long-term financial success
We look forward to helping Bank First clients navigate their financial journeys with integrity, expertise, and an unwavering commitment to their financial well-being.