I have been dealing with the firm for the past 30 years when I first set up my own business. Initially, I was advised by the accountancy practice but as I have accumulated money the Financial Services advice I have received has been invaluable. I have seen my asset base grow through good financial advice over many years and the transition from working to retirement has been made seem easy. I now see my adviser as a personal friend and someone that I can trust implicitly.
I have benefited from the services of the Caton Group of Companies for nearly 33 years. In fact since the beginning of my professional career I have received accountancy, taxation and financial planning services from Caton Fry Financial Services. The whole scope of my financial activities relating to my personal situation and my professional life, have been monitored and co-ordinated in a unique manner. Now that I am considering retirement within the next 5 years or so, I am working with them, particularly with the Financial Services Company, and to arrange the most efficient and advantageous taxation and estate planning advice from myself and my entire family.