Verified
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Independent Financial Advisers, Chartered Financial Planners, Discretionary Wealth Managers.

Corporate services & specialisms include:

Corporate financial strategy
• Investment portfolio services (Advisory & Discretionary)
• Succession planning
• Financial Management Services

Business Protection
• Shareholder Protection (and the tax efficient financing of this)
• Key Person Cover

Group Retirement and executive arrangements
• Auto Enrolment and NEST Pension Schemes
• Group Pension Plans (GPPs)
• Group Stakeholder Pensions
• Group Self Invested Pension Plans (SIPPs)
• Small Self-Administered Schemes (SSAS)
• Occupational Schemes including Defined Benefit and Defined Contribution

Employee Benefits
• Group Critical Illness
• Group Medical Insurance
• Group Life Assurance (Death in Service)
• Group Income Protection

Individual services & specialisms include:

Financial Planning
Retirement Planning
Protection
Investments (Advisory & Discretionary Management Services)
Inheritance Tax Planning (IHT)
Pensions & Divorce

Address

100 High Street
Evesham
Worcestershire
WR1 2LR

Number of Partners/Directors
6
Number of Staff
21
Number of Offices
2
Professional Bodies / Is it Chartered?

Yes

McCarthyTaylor_LogoRGB_60wide.jpg 7 months ago
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