Canaccord Genuity Worcester

Independent Financial Adviser  Slip House, Princes Dr, Worcester, Worcestershire, WR1 2AB
First meeting at adviser's own cost
We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your long-term aims – both financial and lifestyle.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Clive Collins FPFS
Director & Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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
About us

We have successfully grown our business and reputation over the years. Now, in the UK and Europe our investment professionals manage and administer £27.1bn (as at 30 September 2019) of assets.

Our core wealth management services include portfolio management, broking services and wealth planning.

We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.

Our services

You can be confident that we will work with you to build exactly the relationship you want
We will always keep you informed about your portfolio and any decisions we are making on your behalf
You can choose whether you want updates face to face, by phone or by email
We offer experience, expertise and a highly efficient, competitive service.

Where to find us

Slip House, Princes Dr, 6 Edgar Street, Worcester, Worcestershire, WR1 2AB

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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