Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453

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
9 October 2012
A Worcestershire firm of independent financial advisers is set to help clients phase in new work place pension plans brought in by the Government this month. Advisers at McCarthy Taylor Limited believe the pension plans – which require firms to...
Newsletter
1 October 2012
The October edition of our quarterly newsletter can be found as a link below.
Press Release
25 September 2012
Pupils at a Pershore primary school are celebrating their good fortune after a Worcestershire financial expert teamed up with a local law firm setting up a charitable trust to boost funds. Paul Taylor, Managing Director of McCarthy Taylor Limited, was...
Press Release
14 August 2012
A leading Worcestershire firm is celebrating after guiding one of its team to success as an independent financial adviser. Steve McKelvie started at McCarthy Taylor in 2007 as an administrator. He worked his way up to be an investment research analyst,...
Press Release
7 August 2012
A Worcestershire financial firm has won recognition for its excellent advice and service after being shortlisted for two prestigious national awards. McCarthy Taylor Limited has been nominated in two categories in the 2012 Investment Life & Pensions...
Press Release
31 July 2012
A Worcestershire firm is celebrating after a young crew rowed to success in the boat they sponsored. McCarthy Taylor Limited together with its’ sister firm McCarthy Taylor Consulting Limited has this year sponsored ‘Quest’ at Evesham Rowing Club. At the...
Newsletter
1 June 2012
The July edition of our quarterly newsletter can be found as a link below.
Newsletter
1 April 2012
The April edition of our quarterly newsletter can be found as a link below.
Press Release
21 February 2012
The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to a major firm of independent financial advisers. Worcestershire-based McCarthy Taylor Ltd, a leading provider of financial advice, has two...
Press Release
6 February 2012
A Worcestershire independent financial adviser has reached the gold standard in his profession after earning top qualifications that make him a leader in his field. Philip Haden, a director of McCarthy Taylor Ltd, has become one of around just 2,600 UK...

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