A FINANCIAL planner has been named as the UK’s top retirement adviser after beating off stiff competition from across the country.
McCarthy Taylor Ltd, which has offices in Evesham and Worcester, walked off with the top award at the National Investment Life & Pensions Moneyfacts Awards, presented annually for product excellence and outstanding service.
McCarthy Taylor director, Philip Haden, said: “We work hard and do the very best for our clients to ensure they receive the best advice and the best returns on their investments.
“It gives us great pride to know that this has been acknowledged by the judges of this independent award.”
Richard Eagling, editor of Investment Life & Pensions Moneyfacts, said the award was thoroughly deserved.
“By combining the analytical expertise of our research team and the feedback of advisers who deal with these products on a daily basis, the Investment Life & Pensions Moneyfacts awards are much admired for the rigorous approach they take,” he said.
“This year’s winners have shown a real desire to strengthen their product ranges and boost service levels to demonstrate why advisers should be recommending them over their rivals.”
McCarthy Taylor is also in the finals of the West Midlands Insurance Institutes Awards 2013 as Financial Planning Company of the Year, reaching the top four of over 50 local entrants.
Comments: Our rules
We want our comments to be a lively and valuable part of our community - a place where readers can debate and engage with the most important local issues. The ability to comment on our stories is a privilege, not a right, however, and that privilege may be withdrawn if it is abused or misused.
Please report any comments that break our rules.
Read the rules here