Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

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 Mike Davies

Mike Davies

Investment Director

As an Investment Director of our Worcester office, I am responsible for leading a team that is committed to providing personalised and exceptional investment management to private clients, trusts, pension funds and charities. I have over 40 years of experience in the Financial Services industry and have been an Investment Manager for over 35 years. My expertise and knowledge enable me to provide sound investment advice that aligns with my clients' financial objectives. Having navigated through many market cycles, I can help my clients make informed decisions during challenging market conditions whilst taking advantage of favourable conditions. I understand that each client has unique financial needs and objectives, so I customise my investment strategies to cater to each client's specific requirements. I take pride in building long-term relationships by providing a premium service that delivers tailored advice, maximising the potential for my clients' financial success over the long term. 

Photo of Simon Raggett

Simon Raggett

Head of Worcester Office

I have worked as a Stockbroker and Investment Manager for 30 years. I specialise in managing investments for a broad range of private clients, trusts and local and national charities, covering the Midlands and beyond. I am involved in the construction of client portfolios, ongoing portfolio management and enjoy building long-term, strong relationships with my clients. I joined Hargreave Hale in 2015 before becoming part of CGWM when the business was acquired in 2017. I have subsequently taken over responsibility for the management of the Worcester office which is an integrated investment management and financial planning office. More recently, I have also been tasked with taking on oversight of investment management for our growing Midlands presence.

Photo of James Holroyd

James Holroyd

Investment Director/Assistant Head of Worcester Office

I have over 20 years of experience within the investment management industry, acting for private clients, companies and a number of charities. I work within a highly experienced team in our Worcester office, whilst also having access to the support and wider investment research resources within the Canaccord Genuity group. I joined the company in 2017 in Worcester, following its acquisition of Hargreave Hale, having previously worked for a regional stockbroking firm in Birmingham. I sit on the firm’s investment trust committee which means that I regularly attend meetings with a wide range of external fund managers and gain an invaluable insight into different areas of the global investment market. I am a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and 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

Llandudno Junction

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

+44 1492 558 359


88 Wood Street

+44 20 7523 4500


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 and Glasgow 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

Wealth management updates

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

Ready to secure your financial future?

Request a no-obligation call from a member of our Worcester team.

Request a call back

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.