Caton Fry Financial Services Limited

Restricted - Whole of Market  Essex House, South Woodford, E18 1BD
First meeting at adviser's own cost
We can advise you on
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Taxation planning
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
Response rating
10/10
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FCA authorised
Last authorised 17th January 2022
Meet our advisers
Peter Caton BA DIP PFS
Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Christine Caton

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

MR Edward Caton
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

About us

Caton Fry offers a personal service from fully qualified individuals to both private & corporate clients. We are able to advise on all areas of financial planning, group pensions, life & health insurance, inheritance and capital gains tax. As qualified Chartered Accountants and Tax advisers we offer an unrivalled level of expertise and integrity to cater for all needs. Contact Christine Caton on <phone number hidden> or Peter Caton on <phone number hidden> for a free initial consultation.

Where to find us
Head office address: Essex House, 7/8 The Shrubberies, George Lane, South Woodford, E18 1BD
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 17th January 2022

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