Catons Plumbing Heating

Name

Catons Plumbing Heating

Legal name

Catons

Website

https://catons.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Halethorpe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Financial Advisory Services: The firm operates on a fee or commission basis, which is agreed with clients at the outset. They provide advice on wealth creation and wealth preservation, offering tax efficient solutions for both personal and corporate clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Catons is a family-run accountancy and independent financial advisory firm offering accounting, auditing, tax planning, payroll, VAT, business planning, wealth management, financial and portfolio planning, retirement and estate planning, and investment and mortgage services. It serves small and medium businesses, partnerships, sole traders, and high net worth individuals through a team of qualified accountants, IFAs, and specialist tax advisers.

Product overview

Catons is a family-run accounting and financial services firm established in 1979, offering a unified suite of professional services. The core offering combines Accountancy Services (including auditing, accounts preparation, tax planning, payroll, and VAT services) with Financial Services (including wealth management, financial planning, retirement and estate planning, and investment management). The company serves medium and small private companies, partnerships, sole traders, and individuals through a team of qualified accountants, independent financial advisers, and taxation specialists.

Differentiator

Problem solved

Functional benefit

Products and services

• Accountancy Services Comprehensive accounting and related services for businesses and individuals, including accounts preparation, auditing, tax planning, payroll processing, and VAT services.
• Auditing Audit services for corporate clients with emphasis on timely, cost-effective delivery and minimum disruption to business activities.
• Tax Planning Taxation planning services including income tax returns, corporation tax returns, estate planning, inheritance tax mitigation, probate advice, and trust planning.
• Payroll Services Payroll administration services including scheme setup, statutory sick pay processing, maternity pay, and compliance with regulatory requirements.
• VAT Services VAT registration guidance, scheme advice, and assistance with VAT inspections and compliance.
• Business Planning Business development services including reports, business plans, cash flow statements, acquisition advice, company structuring, valuations, and European business setup.
• Financial Services (Independent Financial Advice) Independent financial advisory services covering tax-efficient savings, pensions, retirement planning, estate planning, trusts, domicile and residence advice, protection, and general insurance.
• Wealth Management Portfolio wealth management service combining financial planning, retirement and estate planning, and investment and mortgage services for high net worth individuals.
• Financial and Portfolio Planning Financial planning services including life cover, critical illness, key man insurance, shareholder protection, private healthcare, income protection, and investment portfolio management.
• Retirement and Estate Planning Retirement planning advice for business owners including succession arrangements, income planning, inheritance tax mitigation, and trust setup.
• Investments and Mortgages Investment portfolio creation with access to professional fund managers, ethical investments, offshore investments, and mortgage facilitation through trusted brokers.

Quantifiable outcome

• 46+ years of continuous operation since 1979

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor and core.

• Firm of SolicitorsminorOthersThe firm works closely with a firm of solicitors so that legal matters affecting client needs can be dealt with at the same time as financial planning.
• Discretionary Investment ManagerscoreTechnology or IntegrationAccess to professional fund managers and key links with several discretionary managers to create investment portfolios tailored to client needs and objectives.
• Mortgage BrokercoreTechnology or IntegrationLong standing and reliable mortgage broker relationship to facilitate placement of mortgages for clients.
• Leading City Firms of International Chartered AccountantscoreStrategic or Co-development PartnerClose links with leading City firms of International Chartered Accountants for complex taxation and other areas, enabling the firm to handle large and small client needs.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Moore Kingston Smith: UK accountancy firm serving SMEs, family businesses, and HNW individuals with accountancy, tax, audit, and wealth advisory services — a near-direct comparable to Catons' integrated offering and target segments.
• RSM UK: UK-focused accountancy and advisory firm providing audit, tax, payroll, and consulting to mid-market and SME clients, with comparable geographic concentration and service-line breadth to Catons.
• Bishop Fleming: Top-30 UK accountancy firm offering audit, tax, advisory, and wealth management to SMEs, HNW individuals, and family businesses — directly comparable in segment focus and integrated service model.
• Crowe UK: Mid-tier UK accounting and advisory network serving SMEs, owner-managed businesses, and HNW individuals with audit, tax, and advisory services — closely comparable to Catons' core accountancy offering and client mix.
• MHA (MacIntyre Hudson): Top-20 UK accountancy group delivering audit, tax, advisory, and wealth management services to SMEs and HNW clients, with similar cross-sell between compliance and advisory lines as Catons.
• UHY Hacker Young: UK accountancy network providing audit, tax, and business advisory services to SMEs and owner-managed businesses, comparable in scale, service mix, and target client profile to Catons.

Broad incumbents

• Mazars UK: International audit, tax, and advisory firm with a UK mid-market and SME practice; overlaps with Catons on accountancy and tax services but serves a broader geographic and client base.
• Rathbones Group: UK-listed wealth manager providing investment management, financial planning, and tax services to HNW individuals, families, and charities — comparable to Catons' wealth management offering but serving a national client base through substantially more AUM and headcount.
• St. James's Place: Large UK wealth management group distributing investment, pension, and tax-advised solutions via a national IFA partner network — comparable on the wealth management side but operating at much greater scale than Catons' in-house IFA practice.
• BDO UK: Top-five UK accounting and advisory firm offering audit, tax, and consulting across all client tiers, including SMEs and HNW segments that overlap with Catons, but at significantly greater scale and geographic reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/catons-plumbing-heating

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Catons Plumbing Heating