Gloucestershire finance specialists going for the treble at national awards
2nd June 2017
An award-winning team of chartered financial planners has been shortlisted for a prestigious prize.
McCarthy Taylor, which recently opened new offices in Cheltenham, is looking to repeat its successes in 2015 and 2016 after being nominated for this year's National Retirement Planner Awards.
McCarthy Taylor has been shortlisted in the 'Best Individual Pension Advice (West Midlands)' category and 'Best Corporate Pensions Advice Firm' nationally.
The awards are intended to highlight and promote excellence in retirement planning and financial advice.
CEO Paul Taylor said: "We are delighted to be nominated once again. It shows recognition for the continued hard work of our team and the excellent advice and service which we offer.
"We take great pride in offering transparent fee based advice, which our clients truly value, and avoid the high initial investment charges and penalties that are sadly still prevelant elsewhere."
Picture credit: pixabay
Related Articles
Copyright 2024 Moose Partnership Ltd. All rights reserved. Reproduction of any content is strictly forbidden without prior permission.