McCarthy Taylor

McCarthy Taylor

Many advisers in the 'industry' have either exited, plan to exit or have become 'Restricted Advisers' as a result of the introduction of RDR but we continue to be Independent, meeting the regulator's requirements to use this designation. Whilst the company and each adviser has additional requirements to meet, in terms of knowledge, research and compliance, we feel that this is necessary so you know that we can access any solution in the market, which so many of our competitors cannot, and receive the best possible, unbiased and transparent advice.

Our advisers all meet the required standards and hold the required 'Statement of Professional Standing'.

One of the unique aspects of our offering is that we have developed expertise in areas that do not require the involvement of financial products and in particular insurance company products.

McCarthy Taylor
McCarthy Taylor

Financial Advisors Service Provider

Services We Offer:
  • Pension Advice
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Insurance Advice
  • Mortgage Advice
  • Savings and ISAs
  • Financial Risk Assessment
Our Locations:
  • Main Office - 6 Edgar Street, Worcester, WR1 2LR
    01905 613453

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