McCarthy Taylor Overview

  • Founded
  • 1998
  • Status
  • Acquired/​Merged
  • Employees
  • 10
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

McCarthy Taylor General Information


Provider of financial planning, wealth management, financial advice, and investment advisory in England. The company's services include financial planning, wealth management, financial advice, asset management, retirement planning and other capital markets, enabling clients to receive a range of financial management services which are pecific to their needs.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Other Capital Markets/Institutions
Primary Office
  • 6 Edgar Street
  • Worcestershire
  • Worcester WR1 2LR
  • England, United Kingdom
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McCarthy Taylor Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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McCarthy Taylor Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of financial planning, wealth management, financial advice, and investment advisory in England. The company's s
Other Financial Services
Worcester, United Kingdom
10 As of 2009


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Altrincham, United Kingdom
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McCarthy Taylor Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000000000 00000 Private Equity-Backed Altrincham, United Kingdom 00 0000000 0000
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McCarthy Taylor Executive Team (3)

Name Title Board Seat Contact Info
Paul Taylor Founder & Chief Executive Officer
Kathryn Field Chief Investment Officer & Director
Ginny Getting Finance Director
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McCarthy Taylor Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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