Areas of specialisation
We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:
- Bespoke financial planning, including investment portfolio advisory service
- Retirement planning, including income withdrawal or 'drawdown'
- VCT, EIC and similar tax investment vehicles
- Self-invested pension advice and administration
- Pension transfers and reviews
- Tax planning
- Inheritance tax mitigation
- Trustee services
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments, school fees planning or some types of investment.
McCarthy Taylor Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 184658