Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453
Evesham: 01386 422611
Cheltenham: 01242 386650

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers



McCarthy Taylor has expanded considerably since being established in 1998, with offices in Evesham, Worcester and Cheltenham. The company’s success has been helped by the people it employs and the principles that they apply to their work.

Every single one of our employees, whether they are Chartered Financial Planners, Advisers or those in support roles, work together to provide excellent bespoke Independent Financial Advice and services to our clients.

The CEO and his managerial team lead by example and provide an enjoyable, friendly working environment resulting in a very low turnover of staff. The CEO personally takes great pride in developing his employees and holds regular training sessions with them. This has resulted in some team members progressing from Trainee Administrators to becoming Para-planners and Advisers obtaining Diplomas, Advanced Diplomas and even Chartered status.

We pay salaries commensurate with skill and ability, increasing on passing exams within a structured personal development programme.

We are always pleased to keep speculative applications on file from suitably qualified and experienced individuals. If you are interested in becoming an Administrator, Paraplanner, Trainee Adviser or Chartered Financial Planner with McCarthy Taylor, please send your full CV to

By sending us your CV you agree for us to keep your details on file.

Thank you for showing an interest in our company.



Please find below our candidate privacy notice, detailing how we will process your information:

Privacy Notice Candidates - July 2018