Caton Fry Financial Services Limited

Financial Adviser (Restricted Whole of Market) Essex House, 7/8 The Shrubberies, George Lane, South Woodford, London, E18 1BD

First meeting at adviser's own cost

Response rating

10/10

10th June 2019

We can advise you on

Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Commercial mortgages
- Group pensions
- Group protection
Tax & trust planning
- Taxation planning

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Meet our advisers

Edward Caton

Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

APFS - Associate, Personal Finance Society (PFS)

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.

Peter Caton BA DIP PFS

Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

Christine Caton

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

Where to find us

Essex House, 7/8 The Shrubberies, George Lane, South Woodford, London, E18 1BD

Make an enquiry

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 or Peter Caton on for a free initial consultation.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Commercial mortgages
- Group pensions
- Group protection
Tax & trust planning
- Taxation planning

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£0

Minimum mortgage value

£0

Website

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Contact options

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a call back Show number Recommend to a friend

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