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Gloucestershire Business News

Cheltenham financial advice company is shortlisted for awards

McCarthy Taylor has been announced as a finalist at the prestigious national Moneyfacts Investment Life and Pensions Awards for the sixth year running.

The independent financial advice firm, which has recently opened a new office in Cheltenham, has once again been selected in two categories, having consistently been named as both winners and finalists throughout the last half decade.

This year, McCarthy Taylor has been acknowledged in the categories of Tax and Estate Planner of the Year and Protection Adviser of the Year.

McCarthy Taylor CEO Paul Taylor (pictured) said: "We're absolutely delighted to have been shortlisted again for two of these national awards.

"Compared with some of the behemoths in the industry McCarthy Taylor is a relatively small team of 30 highly qualified and experienced people, and these awards recognise the fact we deliver the very best advice and investment services for clients."

The long-running and independently-judged awards aim to recognise the very best companies from across the nation, and to highlight their excellent advice and outstanding customer service

It has already been quite a year for McCarthy Taylor.

In May, the company opened a new Cheltenham office, and in June received further accolades after winning the Highly Commended award for Best Corporate Pensions Advice Firm of the Year at the national Retirement Planner Awards 2017 in London.

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