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Press Kit

  • The Openwork Partnership is one of the UK’s largest financial services networks with over 4,000 financial advisers operating across the UK. It operates as a directly authorised, multi-panel distribution network.
  • The Openwork Partnership operates panels for pensions, annuities, and protection (life assurance, critical illness, General Insurance). Omnis Investments, the investment arm of Openwork, offers a range of investment funds, managed by some of the best fund managers in the market, as well as a managed portfolio service.
  • In the mortgage sector The Openwork Partnership operates a panel of over 50 lenders for mortgages and is among the top three networks for almost all the major mortgage providers.
  • The Openwork Group is majority-owned by the Openwork Partnership LLP with its employees holding a minority stake.

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 50 years. We
have served 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.

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.

We are unique – as a Partnership we share a collective responsibility for overcoming challenges.

We are in it together to help our clients live better lives. We share a history together stretching back 45 years and together we have learned a lot. We keep it personal – for us it’s always about people. And the difference we can make.

It’s about helping people to sleep at night knowing their family is protected. It’s advice on planning a future with confidence. Or, simply being sure to make the most of their money.

It’s doing everything we can to make people’s financial lives easier. So that they can face the future with confidence and optimism. In 2020 we evolved our brand to more accurately reflect who we are. We became The Openwork Partnership.

We measure our success on the impacts we make on our people and for our clients, on the future of financial advice. We will measure ourselves on the impact we have on our client’s lives. We have helped two generations of people live the lives they want to live. We can’t wait to help the next generations do the same.

The key figures who head up The Openwork Partnership.

View bios here

The Openwork Foundation is a registered charity.  Registered charity number 1184592.  Registered address: Washington House, Lydiard Fields, Swindon SN5 8UB   

The Openwork Foundation
The Openwork Foundation

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