Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

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Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Graham Toone IMC

Graham Toone IMC
Investment Manager

Graham joined McCarthy Taylor In February 2015 as our Investment Manager and is a member of the Chartered Financial Analyst Society. He holds both the Investment Management Certificate and the Investment Management Asset Allocation Qualification as well as passing level 1 of the Chartered Financial Analyst program.

He has been involved in the financial services industry for over thirty years with the last twenty years as an investment specialist. In a varied career. Graham has worked for large well-known financial institutions such as Scottish Widows and Norwich Union as well as various firms of midlands-based independent financial advisers.

In addition to portfolio management, for the five years prior to joining McCarthy Taylor, Graham has also been a fund manager responsible for managing the MGTS AFH Tactical Core Fund, an open-ended investment company with a fund size of c.£170m.

Contact Details: 

6 Edgar Street
Worcester
WR1 2LR

Telephone: 01905 613453

Fax: 01905 725958

Email: graham@mccarthytaylor.co.uk