McCarthy Taylor Ltd, 6 Edgar Street, Worcester, Worcestershire, WR1 2LRMake an enquiry
McCarthy Taylor Ltd are award winning Chartered Financial Planners offering Independent Financial Advice and Discretionary Wealth Management using bespoke solutions to provide individual and corporate clients with solutions specific to their needs.
Integral to our approach is the offering of a fee-based service, even on products that can still bear commissions, and we do not charge initial fees for funds under management. We offer an in-house advisory or discretionary investment management service.
All advisers are salaried with no sales targets to ensure there is no compromise to the advice being given. This provides peace of mind that you are receiving advice that is in YOUR best interests and not related to sales of products.
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.
We are experienced in advising on trusts, occupational pension schemes including trust-based self-administered pension schemes (SSASs) and self-invested pensions (SIPPs). We also provide investment related tax advice and specific advice on inheritance tax, capital gains tax and personal taxation.
Our focus is on long term relationships and helping clients meet their long term objectives.
When it comes to fee based independent advice, we offer a bespoke service which is tailored to your needs and reflects the changing stages of your life. We assess what you want to achieve from your investments, where you want to be in the future and how much risk you want to take. From our offices in Worcester, Cheltenham and Evesham, our expert team are on hand to help you achieve your aims in life. Call us today to see what we can do for you, your family or your business.
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