Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453
Evesham: 01386 422611
Cheltenham: 01242 386650

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers


We believe we offer a unique proposition and service that is second to none, and this is often highlighted by clients and professionals we work with. Below is a sample of some of the feedback we have received during the last 15 years.

I received excellent value for money.

Mr Chambers, Worcester

I have known the McCarthy Taylor group professionally for 6 years as an organisation that prides itself on its personal and professional relationships. The people involved are a most important part of that and it is rare to find an organisation where the uncompromising high ethical, moral and professional standards of the group are mirrored by all of its staff, as it is in the case of the McCarthy group.

As a recent personal customer, I find the openness and honesty with which they handle my affairs and have dealt with my case, a refreshing change from much of today’s world where hidden agendas over-ride many transactions. I would not hesitate in recommending them to any potential new customer.

Mr. S Aston, Sutton Coldfield, West Midlands

Thanks for the information, as always I will be guided by Paul and his team. He has managed to maintain my father’s level of investments for over 7 years now through some difficult times.

Mr. R Herington, Kings Heath, Birmingham

Just a line to say thank you for your time last night and for the efforts you have made and are still making, on our behalf. You have more than kept your promise! Well done!

Mrs. J Elliott, Broadway, Worcestershire

The Directors would like to place on record their sincere appreciation of your assistance, guidance and persistence in driving through the recent property transaction.

Mr. G D Fagg, Director of Protaform Holdings Limited

We would like to take this opportunity to thank you for all the time and advice you have given us since you became our financial adviser. We would also like to wish you every success in the future and look forward to your continued support.

Mrs. C Cowin, Dodford, Worcestershire

I would like to thank you for your help with my family financial matters. This was particularly valuable in relation to the problems encountered with my late mother's finances during her time in care.  Having been with McCarthy Taylor for some years, I have always found their professionalism and integrity, in all matters, second to none.

Mr. D Blake, Cheltenham, Gloucestershire

I have known Paul and his team for over 5 years now and they have always provided timely and accurate advice, together with a personal touch which I find quite refreshing in today’s climate.

Mr. Hayhurst, Norfolk

I have been a client now for over ten years. During this time the company have always guided the way forward rather than dictated it to me.  Their high regard for the client as a person not a number cannot be too overstated.  Equally, if I contact them with any query or concern, someone always responds promptly - even when a query may sound small to the professional but large for me at that particular time /circumstance.  I am sure it would be hard to find another company that conducts its business with the client in such an individual way. From the initial overview/ongoing portfolio; maintenance/inheritance tax planning/pension advice and not forgetting income tax support. That the company's staff appreciates the client's personal as well as financial circumstances is just one of their many attributes.  I certainly recommend the company for its caring and supportive approach to its client base, where you will always feel treated and respected as an individual.

Mrs. Barlow, Wolverhampton

We have used McCarthy Taylor's Services for five years and we feel they are a breath of fresh air within the Financial Service Sector. We would recommend McCarthy Taylor to anybody looking for helpful and sound advice in these financially unsure times. Operating on a non-commission based option gives more clarity to the service they offer. Long may our relationship continue.

Mr. & Mrs. Crosby, Droitwich, Worcestershire

In December 2004, I needed a new Financial Advisor to manage my pension fund.  I chose three local firms from the internet and met three eminently suitable and adequately qualified advisors.  But one of them seemed to fit the bill better than the others.  Clive Collins of McCarthy Taylor was the youngest and keenest of the three so in addition to looking right on paper and having the strength of an established company behind him, my gut-feeling was we would get on well together.  This is an important point when handing over responsibility for something as important as a pension fund.  I am pleased to say my instinct proved correct and over the last 8 years, Clive Collins and McCarthy Taylor have given me no cause for complaint.  During this time Clive has extended his qualifications and expanded his knowledge and experience.  All queries are dealt with promptly and efficiently and I am confident that the advice I receive is sound and tailored to my particular requirements.  I can sum this up in one word; ‘recommended’.

Mr. M Rogers, Honeybourne, Worcestershire

McCarthy Taylor have been our financial advisers for a number of years.  We have been very impressed by the depth of their expertise and the enthusiasm of each member of McCarthy Taylor for what they do.  They are extremely approachable people and genuinely protective of their clients’ interests.  It is clear that everyone at McCarthy Taylor takes great care to be fully up to date with the fast changing area of financial services and to offer the most suitable investment advice to match their clients’ needs.

Mr. & Mrs. Byrne, Leamington Spa, Warwickshire

risual has worked with McCarthy Taylor for over five years and the relationship has been extremely valuable and positive. From an initial recommendation to engage, they provide a full range of personal and commercial financial services that over time have helped us save money and be better protected. Continuity in the people is great, the same people helped from the beginning they really understand our business and needs allowing them to provide excellent relevant and specialist advice. McCarthy is a strategic partner to risual providing continuous advice and help, safeguarding the financial health of the business and all our staff. We have already recommended McCarthy Taylor to friends and other business owners and we are more than happy to continue to do this.

Richard Proud, Director of risual Ltd