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We are part of

The Openwork Partnership

and for us, financial advice is personal

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.

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