McCarthy Taylor Ltd

Independent McCarthy Taylor Ltd, 6 Edgar Street, Worcester, Worcestershire, WR1 2LR
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
A multi-award winning fee based firm that treats every client as an individual. No initial % fees charged for investments.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Employee benefits
    • Group pensions
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
Clive Collins Dip PFS
Director & Independent Financial Adviser
Accreditations
Chartered Financial Planner
Paul Taylor FPFS MCSI
CEO, Chartered Financial Planner
Accreditations
Chartered Financial Planner
Steven McKelvie FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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 J Barlow, Wolverhampton, Midlands
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, West Midlands
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
’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. Dealing with both Paul Taylor and Philip Haden we find them both extremely professional and knowledgeable within their field. 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
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
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
Where to find us

McCarthy Taylor Ltd, 6 Edgar Street, Worcester, Worcestershire, WR1 2LR

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0