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

Chancellor tells the financial industry to change the narrative around consumer investment to encourage growth.
Trump says the US will lower its tariffs threatened on goods from Indonesia to 19% from a planned 32%.
Banks will send savers details of possible investments and an ad campaign will raise awareness, the Treasury says.
The company's future remains uncertain as it posts losses of £1.65bn for the year to March.
Energy and housing costs were the major drivers of inflation, but consumers are starting to feel the impact of tariffs on basic goods.

Get In Touch

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