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 indivduals and companies.
All entries were assessed by an independent panel of expert judges, and McCarthy Taylor have been shortlisted in the “Best Individual Pension Advice (West Midlands)” catergory and as “Best Corporate Pensions Advice Firm” nationally. Having been named as winners at the awards in 2015 and 2016 the Worcesershire based firm are hoping to complete the treble this year.
The awards are intended to highlight and promote excellence in retirement planning and financial advice. The judges examined how the team at McCarthy Taylor help private clients to better understand and achieve their retirement goals, as well as the quality of bespoke advice and service available to both companies & individuals.
CEO Paul Taylor commented “We are delighted to be nominated once again. It shows recognition for the continued hard work of our team and the excellent advice and service which we offer. We take great pride in offering transparent fee based advice, which our clients truly value, and avoid the high initial investment charges and penalties that are sadly still prevelant elsewhere”.
It’s been a succesful first half of the year for McCarthy Taylor, with the opening of a new office in Cheltenham and an increase in clients from across the UK seeking their advice and investment management services.
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