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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Canaccord Genuity Wealth Management Worcester

Slip House
Princes Drive
Worcester
WR1 2AB

Worcester@canaccord.com

+44 1905 953 600

 

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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. 


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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.


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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.


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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.


Birmingham

7th Floor
4 Temple Row
Birmingham
B2 5HG


+44 121 230 1910

Blackpool

Talisman House
Boardmans Way
Blackpool
FY4 5FY


+44 1253 621 575

Guildford

Tempus Court
Onslow Street
Guildford
GU1 4SS


+44 1483 961100

Lancaster

2 Waterview
Lancaster
LA1 4XS


+44 1524 541 560

Llandudno Junction

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


+44 1492 558 359

London

88 Wood Street
London
EC2V 7QR


+44 20 7523 4500

Newcastle

City Quadrant, Suite 33
11 Waterloo Square
Newcastle upon Tyne
NE1 4TD


+44 1919 178 520

Norwich

13-15 St Georges Street
Norwich
Norfolk
NR3 1AB


+44 1603 567 120


Southampton

Ocean Village Innovation Centre
Ocean Way
Southampton
SO14 3JZ

+44  23 8212 4170

Worcester

Slip House 
Princes Drive 
Worcester
WR1 2AB


+44 1905 953 600

York

29 High Petergate
York
YO1 7HP


+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?

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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.