The Openwork Partnership

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We are part of The Openwork Partnership


The Openwork Partnership is one of UK’s largest and longest-established financial advice and investment companies.

Through many changes and challenges we have been a constant presence for over 45 years. We have served over two generations of clients and together seen a lot of change.

Every firm is individual and distinct, yet we share values and standards with each other - for the benefit of our clients. As a Partnership we work together to:

  • Make sure we work to the highest standards of compliance and regulation.
  • Fully research the financial products available and work with product providers to secure the best solutions for our clients.
  • Access correct training and professional development.
  • Sustain quality standards in the advice we give our clients.

We are proud of the personal difference we can make helping our clients and their families look forward to a better future with confidence and optimism. If it matters to our clients, it’s a matter of personal importance to us.

UK News

There's been a record jump in the number of companies in critical financial distress, according to insolvency specialists.
President Trump said he wants OPEC and Saudi Arabia to bring down the price of oil which he says is fuelling the Russia-Ukraine war.
The changes are part of a cost-cutting plan, but recent tax rises for businesses have also been a factor.
All homes with external wall insulation fitted under two government schemes will be contacted by the energy regulator.
It comes after critics warned the plans could prompt wealthy people to leave the UK.

Get In Touch

If you have any questions, please get in touch and once of our team will be happy to help.