Catching bubbles reversed

For us, financial advice is personal

For us it’s not just about numbers and figures or growth and investments (although those are very important). It’s about making a difference to people – across generations of lives

For us it’s not just about numbers and figures or growth and investments (although those are very important). It’s about making a difference to people – across generations of lives

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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.

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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.

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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.

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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.

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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.

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It's about making a difference...

Still from the brand video of a man and woman moving in to a new home Still from the brand video of a man and woman moving in to a new home

The numbers speak for themselves

Figures correct as of June 2021 representing the overall group

4335

Advisers in our network

We have 4337 advisers based across the UK

£ 10.65 bn

Assets under management

We are currently responsible for £10.65 billion of client money

1.2 m

Clients advised

We have advised over 1.2 million clients

723

Firms nationally

We have 723 firms based all across the UK

We are a thriving, award-winning business

Financial Adviser Service awards 2020 WIFA Best companies 2021 Mortgage Strategy 2019 Mortgage strategy awards 2018 (1) Mortgage strategy awards 2017 MoneyFacts awards 2020 (1) MoneyFacts awards 2017-2019 Living Wage

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.

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