Peter Caton

Diploma in Financial Planning
BA (Hons)

Peter Caton graduated from the University of Portsmouth in 1998 and worked in London for a number of leading insurance companies, including Standard Life, Scottish Equitable and Clerical Medical.

Peter’s role was to provide added value services to Independent Financial Advisers in respect of Pensions and Investment products. This career led to Peter being promoted to Senior Sales Consultant in 2003 with Scottish Equitable.

After ten years working for key providers in the insurance industry, in 2007 he decided to join the family business. In this environment he deals directly with high net worth clients, both individually and in corporate structures, advising on a range of specialist products; he is also able to give a unique insight to and advise on the interaction of taxation and estate planning in specific wealth plans. He has extensive knowledge and experience in all aspects of company and personal pensions.