Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Career started at Standard Life and worked at several different leading life insurance companies including Aegon, Clerical Medical as a Senior Broker Consultant and in 2007 joined Caton Fry Financial Services Ltd.
Peter specialises in Corporate Financial Pension planning and consolidation of pension plans together with providing holistic financial planning to ensure both peace of mind and financial security. Peter has attained the pension transfer qualification and diploma in financial planning and has a degree in Economic History. Peter is an avid supporter of Spurs and enjoys playing football and competing in middle distances athletics. Peter also enjoys Skiing and runs a charity.
Jo has worked at Caton Fry Financial Services Ltd for more than 10 years and is a key member of the team and provides secretarial and sales support for the firm. She has worked for several leading insurance companies such as Prudential.
Jo is an avid West Ham fan and enjoys socialising with other members of the Caton Fry accountancy department.
Gemma has been instrumental is setting up the back office system and has helped the advice journey by ensuring that clients can view their assets through the portal with instant valuations. She has provided administration services to the firm since 2020 and is experienced in all areas of financial services ranging from Pensions to investment bonds. She enjoys spending time with her young daughter Holly.