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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.
Free, No-obligation
Get Your Free Financial Review
30 seconds to fill in. We'll be in touch within one working day.
Financial Advice Landing Page Form
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Or call us directly: 01905 347 545
YOUR HOME 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
Free Consultation
We understand your current situation, goals and concerns. No cost, 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.
Free Initial Consultation
No cost, 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.
Retirement Planning
Build a clear picture of when you can retire and what income you'll have, then make it happen.
Pension Review & Transfer
Old pensions scattered across employers? We consolidate them into one place with the aim of achieving better outcomes.
Accessing Your Pension
Approaching retirement? We'll help you understand your options — lump sums, drawdown, annuities and more.
Investments & ISAs
Stocks & Shares ISAs, model portfolios and general investments, we match risk to your goals and timeline.
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.
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.
What our clients say

Trusted by over 2,000 families across Worcestershire.

Jessica Adams
Jessica Adams 3 months ago

I had an outstanding experience with my mortgage advisor, Georgie, and couldn’t recommend her more highly. As a first-time buyer, the whole process initially felt quite daunting, but she made everything straightforward and stress-free from the very beginning. Georgie was incredibly personable, approachable, and genuinely invested in helping me secure the best possible outcome. What really stood out was her ability to explain everything clearly and simply—especially important as a first-time buyer. Every question I had, no matter how small, was answered with patience and clarity, which gave me real confidence throughout. She took the time to fully understand my situation and provided tailored advice that was both thoughtful and easy to follow. Her responsiveness was exceptional—communication was always prompt, and she kept me updated at every stage, so I always knew exactly what was happening. Her professionalism and attention to detail were second to none. She guided me through all the paperwork, explained each step of the process, and anticipated potential issues before they arose, making everything feel seamless. Overall, Georgie’s expertise, dedication, and genuinely caring approach made a huge difference to my first home-buying experience. I felt supported every step of the way and would wholeheartedly recommend her to any first-time buyer looking for a reliable, knowledgeable, and highly effective mortgage advisor.

George G
George G a week ago

I called Mortgages Plain and Simple on a Saturday morning and was advised by the office that hopefully someone would call me back that morning. Shortly afterwards, I received a call from Ellis, who couldn't have been more helpful. Coupled with her knowledge and professionalism, she gave me full confidence in both her and the company. Ellis talked me through my options and answered all of my questions, giving me as much of her time as I required. Throughout my remortgage process, Ellis has responded quickly to any calls or emails and has gone above and beyond to help. I could not be happier with the service I have received. Thanks again, Ellis!

H Chase
H Chase 2 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!

Alice
Alice 8 months ago

We had such a positive experience working with Austin as our mortgage advisor. From the very beginning, he guided us through the process with patience and expertise, making everything clear and easy to understand. He always kept us updated, answered all of our questions quickly, and really went the extra mile to find the best deal for us. Austin made what could have been a stressful process feel straightforward and manageable. We’re so grateful for his support and wouldn’t hesitate to recommend him to anyone looking for a knowledgeable and trustworthy mortgage advisor.

Take control of your
financial future today today

Book a free, 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.
Free, No-obligation
Get Your Free 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