A FINANCIAL firm with offices in Worcester and Evesham, named top retirement adviser of the year in 2013, is in the running to claim the title again.
Chartered financial planners McCarthy Taylor Ltd has been shortlisted as a finalist for the 2014 Investment Life & Pensions Moneyfacts Awards as Retirement Adviser of the Year, a title it holds after winning last year.
This year the firm, which recently produced a free guide to choosing the right financial adviser, is also a finalist as Best Tax and Estate Planner of the Year.
Managing director Paul Taylor said: “We strive to provide an award-winning service for each and every client and it is rewarding that has been recognised by this prestigious institution.
“These awards are highly coveted and this shows the level of expertise among our advisers is second to none.”
The annual awards are independent and presented for product excellence and outstanding service.
The winners will be announced on Thursday, September 25 at an awards ceremony in London.
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