A Worcestershire financial firm has won national recognition for it retirement planning services with a top award.
Chartered financial planners McCarthy Taylor, which has offices in Worcester and Evesham, was a winner at the Retirement Planner Awards 2015 that honour the work of outstanding financial planners in the retirement sector.
The company's managing director financial planning, Philip Haden said: "We are extremely proud to have won this award which recognises the fact that we are one of the most highly respected firms when it comes to providing retirement advice."This is more important than ever now we have seen the introduction of the pension freedom rules in April this year and an increase in the number of people looking to access their pension pots. This is
where we specialise as we ensure a full understanding of the implications and potential alternative solutions that may be better suited to their needs. "
To win the award, McCarthy Taylor submitted a case study which outlined how it worked with clients at or near retirement. Judges were looking for firms that had got to grips with the pensions freedom rules announced in the 2014 budget, while also ensuring clients received the best possible advice.
McCarthy Taylor, which has also been shortlisted for this year's Moneyfacts Good Advice Awards, will feature in a forthcoming edition of Retirement Planner magazine.
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