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01905 347 545

Financial Advice in Worcestershire

No Jargon, No Nonsense. Just Financial Advice, Plain & Simple.
Whether you're planning for retirement, reviewing your pension, growing your investments or protecting what matters most — our local team of qualified financial advisers gives you clear, honest guidance, free of jargon.
No-obligation
Get Your Financial Review
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Financial Advice Landing Page Form
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Or call us directly: 01905 347 545
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR PROPERTY. YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Since 2016
Trusted in Worcester
2,000+
Happy clients
80+Years
Combined Experience
5 Stars
350+ Reviews
FCA Regulated
Hot it works

Four simple steps to financial clarity.

We make it easy to get started, even if you're not sure where to begin. Here's exactly what to expect.
1
Consultation
We understand your current situation, goals and concerns. No obligation, no pressure.
2
Full Financial Review
We look at everything — pensions, investments, protection, property — and identify gaps or opportunities.
3
Clear Recommendations
We present a plain-English plan with specific recommendations and explain exactly why we're suggesting them.
4
Ongoing Partnership
We review your plan regularly and adjust as your life, goals and the markets change.
Why choose us

A local team who makes
complex finances feel simple

We're not a faceless call centre or an algorithm. We're a Worcestershire team of qualified advisers who take the time to understand your situation and build a plan that truly fits your life.
Fully Qualified Advisers
Our financial planners hold either FPFS or DipPFS qualifications. You’re in the hands of the experts who are regulated.
Initial Consultation
No obligation for your first meeting. We'll assess your position and only recommend if we can genuinely add value.
Whole-of-Life Financial Planning
Pensions, investments, insurance, mortgages — we cover everything under one roof so your finances all work together.
Local to Worcestershire
Based in Worcester with advisers in Malvern, Droitwich, Redditch and beyond. Face-to-face, phone or video — your choice.
Regular Reviews Included
We don't set and forget. As your life changes we proactively review your plans and adjust them to keep you on track.
Part of the Openwork Network
Being part of Openwork gives us access to a wider range of products and research, backed by one of the UK's largest adviser networks.
Our financial services

Every area of your financial life, covered.

From your first ISA to your retirement income strategy, we have a specialist for every stage of your financial journey.
Advice Piggy Bank Line for Pensions
Retirement Planning
Build a clear picture of when you can retire and what income you'll have, then make it happen.
Advice Piggy Bank Line for Pensions
Pension Review & Transfer
Old pensions scattered across employers? We consolidate them into one place with the aim of achieving better outcomes.
Advice Piggy Bank Line for Pensions
Accessing Your Pension
Approaching retirement? We'll help you understand your options — lump sums, drawdown, annuities and more.
Advice Piggy Bank Line for Pensions
Investments & ISAs
Stocks & Shares ISAs, model portfolios and general investments, we match risk to your goals and timeline.
Advice Piggy Bank Line for Pensions
Life & Critical Illness Cover
Protect your family and income if the unexpected happens. We search the market for the right policy at the right price.
Advice Piggy Bank Line for Pensions
Income Protection
If illness or injury stops you working, income protection keeps the bills paid. Often overlooked, always important.
Meet your financial adviser

Book directly with your adviser.

Our dedicated financial planners specialise in pensions, retirement planning and investments. Click below to book a free discovery call at a time that suits you.
Woman and adviser reviewing paperwork at kitchen table
What our clients say

Trusted by over 2,000 families across Worcestershire.

Alisha Philpotts
Alisha Philpotts 2 weeks ago

Myself and my partner first spoke to Ellis from MP&S in June 2025, when we wanted to know if we could buy our first home. She told us we could based on our finances, and we got started… from the very first conversation to the last, Ellis has been superb. She has been informative, professional and most importantly friendly and supportive. Fast forward to March 2026, we put in an offer on a house which we have now moved into. She gave us so much advice and information to help us along the way, really going above and beyond. She is one of the best! We are so so grateful.

Patrick Brown
Patrick Brown a month ago

Austin & Georgie made the whole remortgaging process smooth, efficient, and completely stress-free. They were clear, responsive, and took the time to explain each step so I always knew what was happening. I felt well looked after from start to finish, and they secured a great outcome quickly. I’d happily recommend them to anyone looking to remortgage.

Hannah Turner
Hannah Turner 2 months ago

I cannot recommend Dom highly enough. From the very beginning, he was professional, knowledgeable, and incredibly supportive throughout our mortgage journey. Dom took the time to understand our circumstances, explain every step of the process clearly, and answer all of our questions with patience and expertise. What could have been a stressful experience felt much more manageable thanks to his guidance and reassurance. His communication was excellent, keeping us informed every step of the way, and he always went above and beyond to ensure everything progressed smoothly. We genuinely felt that Dom had our best interests at heart and was committed to finding the best outcome for us. Thank you, Dom, for all your hard work, dedication, and support. We are incredibly grateful for everything you have done and would wholeheartedly recommend you to anyone looking for mortgage advice.

H Chase
H Chase 3 months ago

I have used Mortgages Plain and Simple since 2019 and their service has always been fantastic. Georgie is knowledgeable, supportive and takes her time to explain everything in a way that is easy for you to understand. We always get a better deal with MGPS than going directly, and the quality of the service is outstanding. Would Highly recommend Georgie, Austin and the team!

Take control of your
financial future today today

Book a no-obligation consultation with Fraser or Richard. We'll give you a clear, honest picture of where you stand, and how to get where you want to be.
No-obligation
Get Your Financial Review
30 seconds to fill in. We'll be in touch within one working day.
Financial Advice Landing Page Form
Your details are kept private. No spam, ever.
Or call us directly: 01905 347 545