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
Shares in the US and Europe fall after the US president says trade talks with the EU are "going nowhere".
The move threatens significant volatility in the coming weeks, ahead of a crucial G7 summit in Canada next month.
A typical annual domestic energy bill will drop by £129 in July, the first fall in a year.
The American company agrees a deal to buy the Daily and Sunday Telegraph newspapers after a two-year ownership vacuum.
New data suggests there were more than 920,000 young people not in work, education or training at the start of 2025.