Your personal financial goals
We are unique - every firm in the Partnership is individual, with its own ethos and identity. Yet together we have a shared history stretching back nearly 50 years and a shared commitment to delivering for our clients.
We keep it personal – for us it’s always about people.
So, it’s about helping you to sleep at night knowing your family is protected. It’s advice on planning a future with confidence. Or simply being sure to make the most of your money.
If it matters to you, it’s a matter of personal importance to us.
For us, financial advice is personal
Looking for a mortgage
Whether you’re buying your first home, moving house or buying a property to let, we are here to support you all the way and help you make the best decisions.
Saving and investing
Whatever your goals, our advisers will work with you to understand what you want to achieve and guide you to the choices that are right for you.
Pensions and retiring
Wherever you are on your journey to retirement, we’re here to help. An adviser from The Openwork Partnership can help you navigate your way to the retirement you deserve.
Inheritance tax and family wealth
To make sure your legacy passes to the people you care about when it is most needed, talk to our advisers about protecting your estate for your loved ones and reducing the impact of inheritance tax.
Insure and protect
Whether its protecting what matters most, or securing a financial future for you and your family, our advisers can help make sure you’re covered, no matter what life throws at you.
It's about making a difference...
The numbers speak for themselves
Advisers in our network
Assets under management
We are a thriving, award-winning business
Why choose one of our advisers?
For us it’s about the people. And the difference we can make for you. We don't think financial decisions should be a worry. They should be an opportunity to make your life more secure and more optimistic.
We are where you live
We are one of the largest and most diverse financial advice companies in the UK. Each of our firms is distinct and individual. Somewhere near you is an adviser who will be able to give you financial advice tailored to you and to your situation.
Partnership is everything to us
We are a unique organisation that exists to help people just like you. We are a partnership, and your individual adviser is supported by thousands of other people in The Openwork Partnership. All of us with a responsibility to you.