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
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.
Ocean Village Innovation Centre
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
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.
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.