We are regularly quoted in the local and national press and below you will find links to the various articles that we have appeared in:
Chamber of Commerce and Gloucester Punchline 12th July: 6 years of success for local firm at prestigious national awards
Investors Chronicle 7th July 2017: Don’t bet on being able to spend less in retirement.
Investors Chronicle 25th May 2017: Top 50 ETFs 2017 - Subscription Only
Cotswold Life 17th May 2017: McCarthy Taylor opens Cheltenham office, creating three new jobs immediately.
BBC Radio interview 2nd May 2017: The Bank of Mum and Dad is to lend £6.5bn in 2017, but at what risk? Paul Taylor is interviewed by Malcolm Boyden on BBC Radio about the continued growth in lending by the “Bank of Mum and Dad”, which is now on par with the UK’s 9th biggest mortgage lender. With lending forecast to increase from £5bn in 2016 to £6.5bn in 2017 this has made national headlines. Paul discusses why this situation has come about, whether the trend will continue, and highlights some of the risks that are involved for parents choosing to lend money. What impact will it have on people’s ability to fund their own retirement and later life care, and for those “borrowing to lend” what affect might future interest rate rises have? He also touches on the pitfalls of equity release, plus a potential solution to the issue that would be deeply unpopular but perhaps necessary, and maybe even inevitable.
Available until 31/5/17, the interview starts 1 hour 36 minutes into the show, and lasts for 5 minutes. Click here to listen: http://www.bbc.co.uk/programmes/p04zr133
BBC Radio interview 4th April 2017: Planning on retiring to The Best Exotic Marigold Hotel? Or do we need to change our thinking (and maybe the presenter’s adviser!)? How do you picture your retirement, or perhaps you haven’t given it much thought? Paul Taylor is interviewed by Elliot Webb & Toni McDonald on BBC Radio following a recent survey showing that nearly half of people over 55 haven’t planned for their retirement. They discuss the merits of planning, plus the benefits of a pension as it turns out that Elliot might need to change his financial adviser! Paul guides them through what’s driving the changes we’re seeing, with people working longer and the state pension age being put back, and highlights the misconceptions that many people have about investing. What do you think has increased more in the last decade – the stock market or property* ? “Listen again” and you might be surprised!
Available until 2/5/17, the interview starts 2 hours 41 minutes into the show, and lasts for 5 minutes. Click here to listen: http://www.bbc.co.uk/programmes/p04xk0t4
*Source: Halifax House Price Index (16/03/07 – 16/03/17) and FTSE All Share Index (16/03/07 – 16/03/17)
Investors Chronicle 9th February "Don't trade away long-term gain". An article, co-authored by Chris Dillow & Paul Taylor, reviewing a reader’s portfolio and examining the investment mistakes being made & how things might be improved.
The Times 14th January 2017 "How the world’s politics will affect your portfolio in 2017"
Investors Chronicle 12th January 2017 "When to use a tracker and when to use an ETF"
BBC Hereford & Worcester Radio 9th November 2016 ‘Market uncertainty following Trump’s election’. An interview with Paul Taylor touching on some of the reasons behind the anticipated market volatility following the election of Donald Trump as President of the United States. A brief look at what the futures markets are indicating might happen in the short term, and Paul’s views on the longer term effects. Listen again with BBC iPlayer Radio (available until 7/12/16, the interview starts 1 hour 28 minutes into the show, and lasts for 2 minutes).
BBC Hereford & Worcester Radio 1st November 2016 'Premium Bonds: safe, tax-free, but possibly a little misleading?' An interview with Paul Taylor discussing the merits and misconceptions of Premium Bonds, 60 years on from their launch. Twenty one million of us own over 60 billion pounds worth of Premium Bonds, but are they really a savings vehicle and should we take their quoted “annual prize fund interest rate of 1.25%” at face value? Listen again with BBC iPlayer Radio (available until 30/11/16, the interview starts 2 hours 25 minutes into the show, and lasts for 5 minutes).
BBC Hereford & Worcester Radio 3rd October 2016 ‘How to make your child a millionaire’ Examining the various child savings options available to parents & grandparents, and shedding some light on what can realistically be achieved. Described by the BBC's Malcolm Boyden as “the best in the business”, McCarthy Taylor’s CEO, Paul Taylor, discusses the much hyped possibilities around children’s savings. Listen again with BBC iPlayer Radio (available until 1/11/16, the interview starts 1 hour 10 minutes into the show, and lasts for 6 minutes).
The views expressed by Paul Taylor in this interview are his own and were for journalistic purposes and not to be regarded as advice. All clients should seek advice before making any investment. Past performance is no guarantee of future returns.
Investors Chronicle 12th May 2016 'Seeking an income to sail through retirement'
Midlands Business News 16th March 2016 'Firms bowled over by charity event success'
Investors Chronicle 11th February 2016 'Two ETF portfolios for income: one year on'
Investors Chronicle 4th February 2016 'Do low volatility funds really work?'
BBC Hereford & Worcester Radio 27th January 2016 with Paul Taylor commenting on the changing face of retirement and reports that 1 in 8 people fear they will never be able to retire. Listen again with BBC iPlayer Radio (available until 24/2/16, the interview starts 1 hour 24 minutes into the show, and lasts for approximately 5 minutes).
BBC Hereford & Worcester Radio 26th January 2016 featuring Paul Taylor discussing the merits of different approaches to managing your finances and bill payments. Listen again with BBC iPlayer Radio (available until 23/2/16, the interview starts 24 minutes into the show, and lasts for approximately 6 minutes).
BBC Hereford & Worcester Radio 18th January 2016 featuring Clive Collins addressing the issues of lost pensions, and how you can go about tracing these funds. Listen again with BBC iPlayer Radio (available until 16/2/16, the interview starts 1 hour 38 minutes into the show, and lasts for approximately 6 minutes).
FT 15th January 2016 ‘Pensions cap: savers urged to act now” – Subscription Only
Paul Taylor was asked to comment on the reduction in the lifetime allowance from April this year. The article looks at the issues being faced by those with large Defined Contribution and Defined Benefit schemes, and what protections may be available to those who have funds above and below the new £1m limit.
Investors Chronicle Personal Finance Podcast 15th January featuring Paul Taylor, CEO of McCarthy Taylor & financial journalist Kate Beioley. Discussing a reader’s portfolio and wider investment issues including investing in Property, Diversification, BRICS, and ETFs.
Investors Chronicle 14th January 2016 'Cutting back on property to lock in the gains'
FT 8 January 2016 'If you do one thing with your money in 2016' - Subscription Only
FT 30 October 2015 'Avoiding a nightmare on pension street' - Subscription Only
Investors Chronicle 8 October 2015 'Beat stormy markets with structured products'
Investors Chronicle 20 August 2015 '76-year-old needs more international exposure'
FT 19 August 2015 'Pensions: understanding the new rules on inheritance'
Worcester News 8 July 2015 'Top award for financial planners'
Evesham Journal 17 April 2015 'Wealth management firm appoints top investment manager'
Investors Chronicle 8 April 2015 'How to play currency hedging in Europe and Japan'
Worcester News 13 March 2015 'Organisers bowled over by success of charity event'
Investors Chronicle 11 March 2015 'Alternative income ideas for your ISA'
Investors Chronicle 4 February 2015 'Two ETF portfolios for income in retirement'
Investors Chronicle 28 January 2015 'I want to leave £1.4m to charity'
The Telegraph 27 January 2015 'Do I have enough to retire in my 50's on £50,000 a year - plus luxury holidays?'
Yahoo Finance 23 January 2015 'Do I have enough to retire in my 50's on £50,000 a year - plus luxury holidays?'
Investors Chronicle 15 January 2015 'Pension vs ISAs for passing money to your family'
The Times 13 December 2014 'Windfall for pensioners with leap in savings rates'
Investors Chronicle 11 December 2014 'On track for £40,000 at age 60, unless equities crash'
Worcester News 8 December 2014 'Hat tick of national awards for county financial planners'
The Telegraph 30 November 2014 'Older than 53? You may be losing your financial intelligence'
The Times 22 November 2014 'How to invest Christmas cash for the kids'
Worcester News 14 October 2014 'Financial planners head for the top again'
Worcester News 25 September 2014 'Businesses pump new life into breast unit, but more help in needed'
McCarthy Taylor Limited have raised funds and shown their support alongside other local businesses, to pave the way for Worcesters first dedicated breast unit, to be opened at the Worcester Royal Hospital
Redditch Advertiser 30 June 2014 ‘Financial firm in line to repeat last year's triumph’
Cotswold Journal 30 June 2014 ‘Financial firm in line to repeat last year's triumph’
Malvern Gazette 30 June 2014 ‘Financial firm in line to repeat last year's triumph’
FT Adviser 5 June 2014 ‘Buddy loan advice can help with planning’
The Telegraph 31 May 2014 ‘£1,250bn and rising: how buy-to-let is overtaking pensions’
Investors Chronicle 28 May 2014 ’37 year old aims for income via semi-SIPP’
Stourbridge News 26 May 2014 ‘Worcestershire financial planners has a free advice guide’
Worcester News 23 May 2014 ‘Top award for Financial Planner’ http://www.worcesternews.co.uk/business/11233394.Top_award_for_financial_planner/?ref=arc
The Times 20 May 2014 ‘Find profits in times of political upheaval’
FT Adviser 19 May 2014 ‘Bridging the gap to the revolution’
The Telegraph 14 May 2014 'Pension incomes 'won't go back to the Seventies'
FT Adviser 1 May 2014 ‘Revealed: All the winners of the Life and Pension Awards’
Redditch Advertiser 10 April 2014 ‘Worcestershire financial specialist goes national with advice’
Bromsgrove advertiser 10 April 2014 ‘Worcestershire financial specialist goes national with advice’
Investors Chronicle 9 April 2014 ‘Emerging Markets: Time to Re-enter?
Investors Chronicle 9 April 2014 ‘Saving for a home’
New Model Adviser 9 April 2014 ‘Advisers back risk watch list despite FCA’s troubles’
The Telegraph 24 Mar 2014 ‘Worry for savers as income funds miss targets’
The Telegraph 24 Mar 2014 ‘The income funds that fail to pay decent income’
The Telegraph 19 Mar 2014 ‘How I make 4pc yield from global shares’
The Telegraph 18 Mar 2014 ‘How to get 25pc of your pension without the rip-offs’
Herefordshire & Worcestershire Chamber of Commerce 24 Feb 2014 'Lucky strikes raise hospice cash'
The Telegraph 21 Feb 2014 'Half of all inheritance tax paid in London and the South East'
Yahoo! Finance 20 Feb 2014 'Half of all inheritance tax paid in London and the South East'
Evesham Journal 18 Feb 2014 'Cancer charity bowled over by £3,000 donation'
Hereford Times 18 Feb 2014 'Cancer charity bowled over by £3,000 donation'
Cotswold Journal 18 Feb 2014 'A striking night for St Richards'
Worcester News 18 Feb 2014 'A striking night for St Richards'
Investors Chronicle 7 Feb 2014 'Hold trackers as a core and add commercial property'
Investors Chronicle 3 Jan 2014 'The 10 best financial New Year’s resolutions'
The Telegraph 22 Dec 2013 '£10,000 gain from delaying annuity'
Yahoo! Finance 20 Dec 2013 '£10,000 gain from delaying annuity'
Dudley News 5 Dec 2013 'Worcestershire financial firm tallies awards double'
Reddith Advertiser 5 Dec 2013 'Worcestershire financial firm tallies awards double'
Evesham Journal 5 Dec 2013 'Firm lands two more honours in prestigious ceremony at House of Commons'
Worcester News 5 Dec 2013 'Firm lands two more honours in prestigious ceremony at House of Commons'
IFA Online 28 Nov 2013 'Nine IFAs pick up coveted Gold Standard Award'
Investors Chronicle 26 Nov 2013 'Does Europe still offer value?'
Evesham Journal 4 Nov 2013 'County financial planners have the edge over their rivals’
Worcester News 4 Nov 2013 'County financial planners have the edge over their rivals'
Tewkesbury Admag 4 Nov 2013 'County financial planners have the edge over their rivals'
Investors Chronicle 30 Oct 2013 'Maintaining the real purchasing value of my Sipp'
City AM 10 Oct 2013 'Privatised Royal Mail floats at 330p as any wanting more than £10,000 of stock get turned away'
City AM 8 Oct 2013 'With price estimates between 300 and 330p per share, are Royal Mail stocks undervalued?'
The Telegraph 8 Oct 2013 'Help to Buy - Everything you need to know'
The Telegraph Online 8 Oct 2013 'Help to buy - Everything you need to know'
Investors Chronicle 2 Oct 2013 'When its ok to pay'
The Telegraph 1 Oct 2013 'Housing boom sparks inheritance tax haul'
CITY A.M. Sep 25 2013 'Dividends will be key for Royal Mail'
CITY A.M. Sep 18 2013 'How to invest in a new dawn for UK privatisation'
The Telegraph 15 Sep 2013 '10 bond funds you should sell now'
Yahoo! Finance 13 Sep 2013 '10 bond funds you should sell now'
Radio 2 and Radio 5 Live Sep 12 2013 'Interview with Paul Taylor (CEO of McCarthy Taylor Ltd) over the privatisation of Royal Mail'
The Telegraph 8 Sep 2013 'Should you join the rush into AIM shares?'
Trustnet 7 Sep 2013 'What to do if you haven't saved enough for retirement'
Yahoo! Finance The Telegraph 6 Sep 2013 'Should you join the rush into AIM shares?'
Investors Chronicle 29 Aug 2013 'Analysts divided, but Euromania persists'
The Telegraph 25 Aug 2013 - 'Millions warned over pension inheritance disputes'
Yahoo! Finance 23 Aug 2013 - 'Who do you want to inherit your pension?'
The Investors Chronicle 13 Aug 2013 - 'Risks accompany attractive commercial property fund yields'
The Telegraph 20 July 2013 - 'Check your pension now - or risk big falls'
Investors Chronicle 21 June 2013 - 'Overseas shares are too risky for you'
FT 17 June 2013 – ‘RDR more of a whimper than a bang’
FT 8/9 June 2013 – ‘UK regulatory boost for Reits causes concern’
Trustnet 25 May 2013 – ‘How inflation will impact your portfolio’
Daily Express 19 May 2013 – ‘Stay ahead of the scammers’
New Model Adviser 9 May 2013 – ‘Smart Beta’
Investors Chronicle 29 April 2013 'Beware buying structured products at market highs'
Trustnet 29 April 2013 – ‘How to make the most of an’ unexpected lump sum'
FT 25 April 2013 - 'Tailor-made winners gather in Savile Row'
Investors Chronicle 29 January 2013 - ‘Property Consultant has too much property exposure’
FT 17 December 2012 –‘Offshore pension sharks circle wealthy’
Evesham Observer 12 December 2012- ‘Financial firm wins gold’
Trustnet 12 December 2012- ‘Why a discretionary fund manager is no substitute for an IFA’
Worcester News 29 October 2012 –‘National recognition for firm’
Business Matters 29 October 2012 – ‘£45,000 to invest? Don’t expect advice’
Evesham Journal 8 October 2012 – ‘How the taxman is helping village school to pay for those little Extras’
Money Observer 14 September 2012 –‘Global economic update: From rioting in France to strikes in Brazil’
FT Adviser 23 July 2012 – ‘McCarthy Taylor earns CII chartered status’
Financial Times 23 July 2012 – ‘FSA misunderstands the advice industry’
Financial Adviser 20 July 2012 - 'Beware rate charges on junior Isas, warns planner'
Investors Chronicle 21 June 2012 - 'Overseas shares are too risky for you'
Financial Mail Women's forum 20 June 2012 - 'Starting a pension in your 40s – is it worth it?'
Money Observer 23 May 2012 – ‘How to position your portfolio during ongoing market volatility’
Financial Adviser 9 February 2012 - 'Paradigm shift'
Financial Adviser 9 February 2012 - 'Firing Line Philip Haden'
Trustnet 5 December 2011 - 'Turmoil wipes one-quarter off pension funds'
Worcester News 20 October 2011 - 'Jonathans marathon for charity'