A WORCESTERSHIRE firm is set to retain its title as the West Midlands’ best financial planning company after being shortlisted for the 2014 prize.

Current West Midlands Insurance Institutes Awards financial planning company of the year McCarthy Taylor Ltd, which has offices in Worcester and Evesham, is once again in the running for the title.

Out of 25 entrants in the financial planning category the firm is in the final three after demonstrating excellent business practices benefitting both clients and staff . These included outstanding customer service, profitable growth, creativity and innovation.

Managing director Paul Taylor said: “We are delighted to be nominated once again for this award. It shows recognition for the continued hard work of our advisers and the excellent

advice and service our team offers.”

The award ceremony takes place at the Marco Pierre White restaurant The Cube in Birmingham on October 30.