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Our clients

Everything we do is designed to support good outcomes for clients like you

Everything we do is designed to support good outcomes for clients like you

Find an adviser

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How it works

You and your adviser

Your adviser is your main point of contact. They take the time to understand your circumstances, ambitions and what matters most to you. Then they’ll give you advice designed to help you achieve your financial goals. 

 

Your adviser and The Openwork Partnership 

Your adviser is an appointed representative of The Openwork Partnership. They give you financial advice with our support and authorisation. 

We set the standards they follow and monitor their advice, helping to ensure it meets your needs and expectations. We support them with industry expertise, oversight and the tools they need to give clear, high-quality advice. 

That means you get a personalised service backed by the strength and stability of one of the largest financial advice networks in the UK. 

Putting you first

We’re dedicated to delivering good outcomes for our clients. 

  • We expect our advisers to put your interests first. 

  • We ensure you advice is suitable for your individual circumstances. 

  • We promote clear, transparent communication so you can make informed decisions. 

  • We require high standards of professionalism, care and integrity across our network. 

Your financial wellbeing – today, tomorrow and in the future – is at the heart of these standards. 

A network you can rely on

Being part of The Openwork Partnership means your adviser benefits from: 

  • Robust standards and oversight. 

  • Access to a wide range of products and providers. 

  • Ongoing training and professional development. 

  • Clear processes designed to support consistent, high-quality advice. 

This added support helps your adviser focus on giving you the right advice for your needs. 

Need to get in touch?

If you need support, please give us a call on 01793 567888 (lines open from 9am to 5pm, Monday to Friday). 

If you’re unhappy with any aspect of the service you’ve received from an adviser, we take that seriously and have a clear process in place to help resolve issues. 

Please call us on 01793 567635 (lines open from 9am to 5pm, Monday to Friday). 

Alternatively, you can email us at clientcomplaints@theopenworkpartnership.com, fax us on 01793 474700, or write to us at: 

 

Complaints Management 

The Openwork Partnership 

Auckland House 

Lydiard Fields 

Swindon 

SN5 8UB 

 

Find out more about our complaints procedure.