Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

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Cheltenham: 01242 386650

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
10 May 2016
Market Commentary - April 2016
Newsletter
14 April 2016
Looking at long term care planning, examining why we should be concerned about negative interest rates, what we should expect from our investments and some thoughts on the Chancellor’s “budget for the next generation”.
Press Release
7 April 2016
With global share issues down to a 7 year low, our regular monthly commentary looks back at the markets and events in March, and what we can expect in the months to come.
Press Release
9 March 2016
Market Commentary - February 2016
Press Release
12 February 2016
Market Commentary - January 2016
Press Release
27 January 2016
Two interviews on BBC Hereford & Worcester Radio, with Clive Collins addressing the issues of lost pensions, whilst Paul Taylor comments on the subject of retirement and reports indicating that a large number of people do not think they will ever be...
Press Release
27 January 2016
With markets struggling at the start of the year, many forecasters are now coming out with “gloom & doom” stories each vying to grab the media headlines. However, it is well-known that such forecasting is really a mug’s game. The following quotes by...
Press Release
15 January 2016
Podcast featuring Paul Taylor, CEO of McCarthy Taylor & financial journalist Kate Beioley. Discussing a reader’s portfolio and wider investment issues including investing in Property, Diversification, BRICS, and ETFs. As one of Investors Chronicle’s...
Press Release
11 January 2016
Our regular monthly commentary looks back at 2015 and the markets in December, covering everything from Amazon’s plans to deliver our groceries, the Federal Reserve, China, a plethora of Mergers & Acquisitions, Exchange Rates, Inflation, Bonds,...
Newsletter
11 January 2016
Featuring some good news about Inheritance Tax planning and further, not so welcome, pension changes for higher earners. Plus our thoughts for 2016, and a couple of useful reminders.

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