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Mortgages Plain and Simple

(30)

Stress
Understanding
Company

“A really efficient service provided by Austin, Georgina and Damien, swiftly dealing with our remortgage request to enable us to secure a competitive rate. The application was submitted quickly and communication was excellent. Damien is currently arra...”

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Mortgage Advice Bureau - Worcester

(9)

“Honest, straightforward, to the point and fair advice always given. Tom provided excellent service and customer care, would thoroughly recommend him. Helped put me and my partner at ease with the mortgage process.”

Featured

There continues to be a lot of news coverage about changes in interest rates and mortgage loans. If you’re unsure about how this affects you, our experienced mortgage team is best placed to help you. 𝐎𝐮𝐫 𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐀𝐝𝐯𝐢𝐬𝐞𝐫𝐬 𝐡𝐚𝐯𝐞 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝟏,𝟎𝟎𝟎𝐬 𝐨𝐟 𝐦𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐝𝐞𝐚𝐥𝐬, many not available through the High Street lenders. If you want to find out what your mortgage options are, book a free, no-obligation appointment with a member of our mortgage team today.

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Financial Advice Centre

(9)

Tax Planning, Mortgages, Business Protection

“Incredible service. Could not recommend them more. We had a non standard mortgage and it was managed amazingly by our advisor, Niamh Byrne, who was incredibly responsive and helpful throughout the whole process. Would not hesitate to recommend and wi...”

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Eva Capital Management

(4)

“The staff at Eva Capital management are always instantly responsive, very helpful and friendly. It is a very professionally run business and very good at understanding my needs and that of my family,both now and in the future. I very much appreciate ...”

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Finance 21

(3)

“Luke from Finance 21 is excellent. He's totally sorted out all my finances. He's very professional but explains everything simplistically so I finally was able to make the right decisions. My savings were sitting doing nothing in the bank and I feel ...”

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Britannic Place Financial Management Limited

(3)

“Excellent advice from Steve and the team over the years. It has made such a bit difference in my retirement planning and financial security. Also some very good advice and help towards making wills and providing for my family in the future.”

FAQs

Do I have to pay for an initial meeting?

No, our initial discussion is at our cost and is without obligation. It is an opportunity for us to get to know you and your situation, but also for you to get to know us and how we work.

What do I need to bring to an initial meeting?

Our initial meeting is mostly focused on you, your life and your aspirations. You will probably have most of the headline information in your head(s) but please feel free to bring along any documentation that you think might be useful.

How long should I allow for an initial meeting?

This is difficult to predict, as it depends on how many questions you have. However, we would suggest that you should allow for a minimum of one hour.

Do I have to sign up for your services at an initial meeting?

No, but you should have everything you need to decide whether we will add sufficient value should you decide to work with us going forward. However, we encourage clients to take as much time as they need to make such a decision.

Do you get commission?

We only receive commission in relation to certain insurance-based products, where appropriate. We would always discuss this with you in advance if it were to apply to you.

We do have more answers on the FAQ page on our website.

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Nicholas Lee

(1)

“Really helpful info given to me by Nicholas, Thanks”

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Taurus Wealth Management

(1)

“Recently visited the offices for financial advice from Rob North. Comprehensive assessment and advice given regardless of whether we pursue or not. Definitely no hint of pressure. A bonus was also getting advice from Stewart Watkins, partner in the f...”

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PA Chartered Certified Accountants

Specialist Accountancy & Tax Services, Salhan Connect - Low Cost Accounts For Small Businesses

“PA Chartered Accountants, which has been led by Paul Alton, has a strong client base in the Midlands and offered an advisory service to families and businesses and a consultancy service to other accountants.”

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KRD Equity Release

“Well, firstlybecause when you are considering EquityRelease as an option, there are many things that you will need toto consider. This will includelooking at all of the other options that might be open to you,everythingfrom using any other investment...”

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Temple Bar IFA

Inheritance Tax, Wills, Retirement and Later-Life Planning

“Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you a...”

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Liaison

(1)

“This is a fantastic company to work for. Tremendous support, interesting varied work, company days, incentives, and an excellent work life balance. Best of all immense job satisfaction. I feel i am making a difference for our clients”

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Watkins Smith

“Watkins Smith offers a professional and personal service tailored to meet a clients individual needs. Whether your need is to make a Will that ensures your estate passes to those you would wish to benefit or you need help to administer the estate of ...”

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Merlin Financial Services

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William Chalice - Financial Planners

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Bespoke Risk Management

“We can provide you with the tools you need to put risk identification in place or improve existing strategies, protecting the long term sustainability of your business.”

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Bespoke-Advice

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BW Financial Planning Limited

“I have found BW Financial Planning Ltd's advice to be easy to understand and it, and the company, have served my needs very well. I would not hesitate to recommend them to anyone looking to sort out a pension and generate a SIPP, which is what I need...”

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Jo Potts Financial Planning

““Jo Potts has provided excellent financial advice around my investment portfolio including pensions, ISAs and wealth management. Her professionalism, integrity and customer care alongside the ability to truly understand your individual needs make Jo ...”

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MFS Redditch

(28)

Conveyancing, Wills, Trusts & Probate

“Daniel who is based in the same offices as AP Morgan in redditch has helped me with my mortgages and insurances a couple of times and has been great every time. I have passed his details to my family and friends. Its great to finally have independen...”

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Charles Lovell & Co.

(17)

Consultancy and Advice, Business Acquisitions and Disposals, Compliance Services

“Hadleigh andCharles Lovell & Co have been our accountants since 2011, providing us with very good support and practical advice to assist in all matters relating to our accounts and finances. We wouldnt hesitate to recommend. (Central Business Finance...”

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Capc - Mortgage Brokers

(30)

Business
Knowledge
Expectations

“Amazing team at CAPC. Michael has been exceptional from start to finish extremely helpful every step of the way. He even gave us advice on building insurance too along with tips to help the process go as smoothly as possible-which as first time buye...”

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Lilac Tree Financial

(30)

Knowledge
Questions
First Time Buyers

“My brother introduced me to Mark years ago, "He's the most helpful man I know". he said... After hearing this, I knew I couldn't go wrong. Its been a long journey getting to the point of buying my first home. But Mark & his team have been there ...”

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Confidence Wills

(30)

Decisions
Minds
Communication

“Confidence Wills have been very helpful in creating our wills. All our questions were answered pretty much immediately, many of them before we even asked the questions. The representative we dealt with was professional, expeditious, friendly, and ve...”

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Average Cost	£3705
Minimum cost	£1236
Maximum cost	£10497
Avg Per Hour Rates	£372

Best Financial Advisors in Worcester

The highest-rated Financial Planning & Wealth Management companies out of 144 vetted & reviewed in the Worcester area.

Mortgages Plain and Simple

Mortgage Advice Bureau - Worcester

Financial Advice Centre

Eva Capital Management

Finance 21

Britannic Place Financial Management Limited

Nicholas Lee

Taurus Wealth Management

PA Chartered Certified Accountants

KRD Equity Release

Temple Bar IFA

Liaison

Watkins Smith

Merlin Financial Services

William Chalice - Financial Planners

Bespoke Risk Management

Bespoke-Advice

BW Financial Planning Limited

Jo Potts Financial Planning

MFS Redditch

Charles Lovell & Co.

Capc - Mortgage Brokers

Lilac Tree Financial

Confidence Wills

Retirement Planning and Investment Management Services in Worcester Cost Estimates

Why these companies made our list

Wealth Management Advisors near Worcester

Popular in Worcester