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.