Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

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Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

News & Guides

We do not advertise as we often get referred to new clients by existing clients and connections due to our long term focus and the high level of service we constantly offer.

We do, however, make our views well known and are often quoted in the national press, such as the Financial Times, Daily Telegraph and the Investors Chronicle, as well being interviewed on Radio Hereford & Worcester and the BBC news.

You will find below articles that may be of interest covering a range of topics from ‘changes in the industry’ to ‘Investment thoughts’:

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Press Release
16 November 2017
Market Commentary - October 2017
Newsletter
23 October 2017
As ever we start with a word from our CEO Paul Taylor, who this quarter talks politics. Specifically he delves into the Prime Minister’s failure to extend a Majority, an increasingly popular socialist leader of the opposition in Jeremy Corbyn, and how...
Press Release
9 October 2017
Market Commentary - September 2017
Press Release
11 September 2017
Market Commentary - August 2017
Press Release
8 August 2017
Market Commentary - July 2017
Press Release
4 July 2017
Market Commentary - June 2017
Newsletter
3 July 2017
We start with an in-depth look at how the markets, and various asset classes, have reacted to June’s general election result combined with the continued uncertainties that stem from Brexit. Paul Taylor explains the threats and possibilities that we...
Press Release
8 June 2017
Market Commentary - May 2017
Press Release
2 June 2017
An award winning firm of Chartered Financial Planners is aiming for the treble at this years prestigious National Retirement Planner Awards. Local firm McCarthy Taylor have again been recognised for their excellence in providing financial advice to both...
News
30 May 2017
You’ve almost certainly heard the phrase, but what’s the thinking behind it? We shed some light on this old City adage and take a look at whether, historically at least, the figures add up.   Source: Ned Davis Research, Ibbotson Associates This...

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