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

Legal

The FCA requires that certain information be provided to clients prior to business being transacted, so that the relationship between the client and the firm is clearly stated and understood.

Please download and read the following document:

Client Disclosure Document - April 2018

In addition, please find below the firm’s Pillar 3 and Remuneration Code Disclosure, for your information:

Pillar 3 and Remuneration Code Disclosure - April 2018

As a discretionary firm, we are required to publish best execution data on an annual basis. Please find below our report for 2017:

McCarthy Taylor Limited Best Execution Report 2017

Please find below our Employee Privacy Notice, which sets out how we collect and process staff details.

Employee Privacy Notice May 2018

 

 

These documents are provided in Adobe Acrobat format.