Why choose us?

Receive financial advice on mortgages, savings, pensions & investments

Welcome to Pinsa Wealth

Pinsa Wealth was formed in 2001 as Pinsa Financial Services by Philip Caton our director.

Pinsa rebranded in 2015 to Pinsa Wealth Ltd.

We pride ourselves on providing a personal service to our clients, helping them with any financial needs they may have.

We want to be known for the trusted financial advice we provide, and we invest in the professional development of all of our staff to facilitate this.

Long-term security and peace of mind is key to us and our clients. We aim to secure your financial future through lasting relationships and delivering trusted, advice-based solutions.

We understand that your financial journey lasts a lifetime, from your first savings or home purchase, through to inheritances and retirement.

We can help you to grow, protect, enjoy, and then pass on your wealth.

We provide you with impartial advice and services tailored to your individual needs.

We arrange bespoke solutions for our clients, providing a one-to-one advisory service, delivered face-to-face or remotely, depending on what suits you.

People behind it all

Neil Batho – Director & Mortgage and Protection Adviser

My journey into the financial service industry couldn’t have been any more different to those of my colleagues.

After spending 21 years as a Police Officer I was retired, on medical grounds, in 2015.

Having been interested in the financial sector for several years Phil convinced me to join him, and I obtained my qualifications to become a Mortgage and Protection adviser.

In 2017 I had the opportunity to become the Director of my own company.

Since that time, I have spent my time growing the company, by bringing onboard other advisers, always ensuring that the customer is at the centre of everything we do.

I am an avid rugby league fan and enjoy spending time with my family. My son has recently bought me a plot of land on the moon, but I don’t anticipate I will be able to obtain a mortgage for a holiday home there anytime soon.

I am also lucky enough to have a touring caravan pitched on a site in Wales and try to spend as much time there as possible, with my wife and our family dog, enjoying some the most beautiful scenery you can find.

Simon Hannam – Mortgage & Protection Adviser

With over 12 years’ experience as an adviser in the financial services industry, 10 of which I was fortunate enough to work overseas in the offshore sector.

On returning to England, to live in Essex, I worked outside of the financial industry but decided, in 2020, to return to what I knew best, and was fortunate enough to begin working for Pinsa Wealth Ltd.

I pride myself on offering the best advice for my clients ensuring that they receive the best service possible.

Outside of work I enjoy spending time with my children and going for walks with my dog. I also have an allotment which I find helps me to de-stress after watching my team, Manchester United, play.

Phil Caton DipPFS – Director & Financial Adviser

I have worked in Financial Services for over 40 years.

After having worked for Allied Dunbar, Royal and Sun Alliance and Zurich I started my own company, Pinsa Financial Services, in 2000.

After having worked as an appointed representative I became a Director of a Directly Authorised firm in 2013.

In 2017 myself and Neil Batho obtained authorisation for our own firm, Pinsa Wealth Ltd.

Over the last year I have handed much of the day to day running of the company to Neil and, with one of our other advisers is studying to become a fully qualified Financial Adviser, I am looking forward to a well-deserved retirement in the not-too-distant future.

In my spare time I enjoy watching football, re-runs of the Sopranos (probably the best programme ever made), and spending time with my family and friends.

Mike Binks – Mortgage & Protection Adviser (Equity Release Specialist)

After working for many years, as an adviser, for a major high street bank I was made redundant and was given the opportunity to work for Pinsa Wealth Ltd.

Whilst with Pinsa I was able to further my qualifications enabling me to offer Equity Release advice.

In my spare time I enjoy spending time with my family, going to the gym, playing golf and watching one of the best teams in the country, Everton FC, play (‘Come On You Toffees’).

Patrick Granby – Director & Trainee Financial Adviser

I have over 20 years’ experience and have become a go-to person for mortgage and property advice. Also in that time I was fortunate enough to work overseas in the offshore pensions & investments sector.

I am currently working towards finishing my studying to become a fully qualified Financial Adviser.

In my spare time I enjoy spending time with my young family. My wife & I are very lucky to have 2 boys and a baby daughter, I try and keep myself fit in the gym & enjoy catching up on sports whenever I get 2 minutes of time on the TV.

What our customers have had to say

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