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Canaccord Genuity Wealth Management Worcester

Slip House
Princes Drive


+44 1905 953 600


Request a call back

Wealth planning

Wealth planning

Retirement planning

Retirement planning

Portfolio management

Portfolio management

Inheritance tax services

Inheritance tax services

About us

Our Worcester office has been something of a hidden secret in this historic city for many years, formerly as McCarthy Taylor and more recently under the Canaccord Genuity Wealth Management banner. We have built up an excellent reputation working with local firms whose clients need professional financial planning advice.

Our highly experienced investment managers and independent wealth planners serves clients locally and across the heart of England from Herefordshire, Shropshire, Warwickshire to Gloucestershire and the Cotswolds. 

As part of the Canaccord Genuity Group, we have the resources and state-of-the-art technology to provide effective, efficient and competitively priced wealth management services. As a small, local team, we are also dedicated to providing a premium service and quality investment advice, tailored specifically to our clients’ needs.

 It’s this combination of personal attention and scale, that has allowed us to establish and build many long-term client relationships over the years.  

Some of our Wealth Managers based in Worcester


Photo of James Holroyd

James Holroyd

Investment Director/Assistant Head of Worcester Office

James is an Investment Director responsible for managing investments on behalf of Private Clients, Charities, Trusts and Pension Funds. He is a Chartered Wealth Manager and Fellow of the CISI, as well as a member of CGWM's UK Large Cap Stock Selection Committee.

Photo of Mike Davies

Mike Davies

Investment Director

Mike is an Investment Director at our Worcester office which is dedicated to providing a premium service and quality investment advice, tailored to the specific needs of each individual client. An approach which has allowed the team to establish and build many long-term relationships over the years. 

Mike is a Chartered Wealth Manager having worked in Investment Management for over 35 years, qualifying as a stockbroker in 1987, becoming manager of the Worcester office in 2005.

Photo of Simon Raggett

Simon Raggett

Head of Worcester Office

Simon is an Investment Manager with over 25 years experience in developing and managing bespoke portfolios on a discretionary or advisory basis for private clients, trusts, charities and pension funds. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.


Proud to be part of the local community

As employers and residents in the heart of England, we are proud to contribute to local causes and community events. We have both sponsored and participated in The Crowle 10K and fun runs, a fabulous family day that raises vital funds for local causes.


7th Floor
4 Temple Row
B2 5HG

+44 121 230 1910


Talisman House
Boardmans Way

+44 1253 621 575


Tempus Court
Onslow Street

+44 1483 961100


2 Waterview

+44 1524 541 560

Llandudno Junction

Anson House
1 Cae'r Llynen
Llandudno Junction
LL31 9LS

+44 1492 558 359


88 Wood Street

+44 20 7523 4500
London office location


City Quadrant, Suite 33
11 Waterloo Square
Newcastle upon Tyne

+44 1919 178 520


13-15 St Georges Street

+44 1603 567 120


Ocean Village Innovation Centre
Ocean Way
SO14 3JZ

+44  23 8212 4170


Slip House 
Princes Drive 

+44 1905 953 600


29 High Petergate

+44 1904 232 780

Looking for offices in Scotland? We have a presence in Edinburgh through one of our group companies, Adam & Company.

Client enquiries, complaints, legal & compliance

If you need to talk to our expert teams regarding legal or client-related matters, use our emails below.

If you'd like to make a complaint, please see our complaints page here.

Legal & Compliance contact

Client-related enquiries

Investment news update

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

Find out more

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.