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
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...
News
25 May 2017
We look at the Conservative’s manifesto proposal regarding social care funding, and what we can all realistically expect in the coming years. There’s been plenty of talk about “long term care planning” in recent times, however are there actually any...
Press Release
24 May 2017
An award winning firm of Chartered Financial Planners is opening an office in Cheltenham, creating 3 new jobs immediately. The firm has achieved considerable growth during recent years, and this latest expansion follows on from the successful launch of...
Press Release
8 May 2017
Market Commentary - April 2017
News
3 May 2017
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...
News
25 April 2017
Looking at how the upcoming UK election, and France’s 1st round Presidential voting results, affect the markets. We discuss recent reports that consumer spending in the UK is falling, plus the inflationary pressures which we are seeing and the Bank of...
Press Release
12 April 2017
Market Commentary - March 2017
News
4 April 2017
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...

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