Partnership Services
We are The Openwork Partnership, one of the largest financial advice networks in the UK, and we are here to make sure you receive the advice and support you need.
We are The Openwork Partnership, one of the largest financial advice networks in the UK, and we are here to make sure you receive the advice and support you need.
Find an adviserWho we are
Our Partnership Services team comprises our in-house advisers and support staff. You will have been referred to us because your adviser wants to ensure that all your advice needs are being met.
We're here to ensure you continue receiving high quality advice and support. Our advisers are fully qualified to offer mortgage, protection and wealth management advice, and they are held to the same high standards as your existing adviser. They will support you for as long as you need them, whatever your goals are.
Meet the team
Tamsyn Whiting - Mortgage and Protection Adviser
Tamsyn is a fully qualified mortgage and protection adviser with over 10 years of experience in financial services and property. She can help you secure financing for a wide range of property sales and takes pride in tailoring solutions to your unique needs.
Outside of work, she starts her weekends with a gym class and a walk with the family and ends it with a lovely glass of red wine.
Certificate in Mortgage Advice and Practice CeMAP
Harry White - Mortgage and Protection Adviser
With over five years of experience in financial services, Harry is passionate about helping you get the keys to your future. He’s a qualified mortgage and protection adviser who will put transparency at the centre of his conversations with you.
Outside of work, he enjoys exercising and visiting new place around the world.
CII Certificate in Mortgage Advice (Cert MP)
CII Certificate in Equity Release (Cert ER)
Rob Holder - Mortgage and Protection Adviser
Rob has over 20 years of experience in financial services and worked with several high street lenders before joining The Openwork Partnership. He’s a fully qualified mortgage and protection adviser who’s passionate about providing quality advice, not only to find you the right mortgage solution but to ensure you have financial resilience too.
Rob’s a family man with a passion for classic Volkswagens, DIY and travelling in his campervan. Whether he’s on the road, working on a project or making memories with loved ones, he’s all about enjoying life’s adventures.
Certificate in Mortgage Advice and Practice CeMAP
Certificate in Regulate Equity Release CeRER
Katrina Williams - Mortgage and Protection Adviser
Katrina is a fully qualified mortgage and protection adviser who believes in building relationships based on trust, integrity and transparency. She’ll take the time to understand your financial goals, preferences and concerns to ensure she finds the right solution for you.
Outside of work, Katrina is master of the campfire, a keen open water swimmer and lead wrangler to two dock diving dogs.
Certificate in Mortgage Advice and Practice CeMAP
Regulated supervisor qualification L&D CIPD
Certificate in Mortgage Advice (Cert MP)
Certificate in Equity Release (Cert ER)
Allison Alexander - Mortgage and Protection Adviser
Allison is a fully qualified mortgage and protection adviser specialising in equity release. With over 30 years of experience in financial services, she can help you find the right solution for your needs, no matter how complex they may be.
Outside of work, Allison loves travelling the world with her husband, gardening and upcycling old furniture.
Certificate in Mortgage Advice and Practice CeMAP
Certificate in Regulate Equity Release CeRER
David Hedges - Wealth Adviser
With over 25 years of experience in financial services, David is passionate about helping clients realise their financial goals. David has been a valued part of The Openwork Partnership since 2015 and is widely recognised within the business for his expert technical knowledge on wealth planning.
Outside of work, David has a keen interest in movies and a passion for playing guitar. He is also an avid collector of LEGO.
Meet the team
Tamsyn is a fully qualified mortgage and protection adviser with over 10 years of experience in financial services and property. She can help you secure financing for a wide range of property sales and takes pride in tailoring solutions to your unique needs.
Outside of work, she starts her weekends with a gym class and a walk with the family and ends it with a lovely glass of red wine.
Certificate in Mortgage Advice and Practice CeMAP
With over five years of experience in financial services, Harry is passionate about helping you get the keys to your future. He’s a qualified mortgage and protection adviser who will put transparency at the centre of his conversations with you.
Outside of work, he enjoys exercising and visiting new place around the world.
CII Certificate in Mortgage Advice (Cert MP)
CII Certificate in Equity Release (Cert ER)
Rob has over 20 years of experience in financial services and worked with several high street lenders before joining The Openwork Partnership. He’s a fully qualified mortgage and protection adviser who’s passionate about providing quality advice, not only to find you the right mortgage solution but to ensure you have financial resilience too.
Rob’s a family man with a passion for classic Volkswagens, DIY and travelling in his campervan. Whether he’s on the road, working on a project or making memories with loved ones, he’s all about enjoying life’s adventures.
Certificate in Mortgage Advice and Practice CeMAP
Certificate in Regulate Equity Release CeRER
Katrina is a fully qualified mortgage and protection adviser who believes in building relationships based on trust, integrity and transparency. She’ll take the time to understand your financial goals, preferences and concerns to ensure she finds the right solution for you.
Outside of work, Katrina is master of the campfire, a keen open water swimmer and lead wrangler to two dock diving dogs.
Certificate in Mortgage Advice and Practice CeMAP
Regulated supervisor qualification L&D CIPD
Certificate in Mortgage Advice (Cert MP)
Certificate in Equity Release (Cert ER)
Allison is a fully qualified mortgage and protection adviser specialising in equity release. With over 30 years of experience in financial services, she can help you find the right solution for your needs, no matter how complex they may be.
Outside of work, Allison loves travelling the world with her husband, gardening and upcycling old furniture.
Certificate in Mortgage Advice and Practice CeMAP
Certificate in Regulate Equity Release CeRER
With over 25 years of experience in financial services, David is passionate about helping clients realise their financial goals. David has been a valued part of The Openwork Partnership since 2015 and is widely recognised within the business for his expert technical knowledge on wealth planning.
Outside of work, David has a keen interest in movies and a passion for playing guitar. He is also an avid collector of LEGO.
Meet the team
Anya Milner - Paraplanner
Anya has worked in financial services for the last 10 years and specialises in wealth management. She is passionate about customer excellence and ensuring that high quality financial advice is provided from our adviser team.
Outside of work, she is a DIY lover and is currently completing a house renovation. When she’s not working on the house, she spends her time going on long walks with her partner and enjoys time in the countryside taking photos of wildlife.
CII Certificate in Mortgage & Protection (Cert MP) CII Diploma in Regulated Financial Planning (DipPFS)
Laylah Prentice - Paraplanner
Laylah has 10 years of experience in financial services, working within both Openwork and IFA firms. She is qualified in mortgage & protection advice and is looking to expand her knowledge and expertise in wealth management and progress towards working as a financial adviser.
Outside of work, Laylah enjoys weightlifting and often attends music events with her friends & family. Her weekends are usually spent with her partner and her dog, Yogi, who is a Jack Russell x Pug.
Certificate in Mortgage Advice (Cert MP)
Certificate in Equity Release (Cert ER)
CII Diploma in Regulated Financial Planning (DipPFS)
Matt Chivers - Paraplanner
Matt began his career in financial services in 2021, joining the industry as an apprentice. Since then, he has developed into a highly capable Paraplanner with a proactive approach to supporting financial advisers and their clients.
He has successfully achieved his Level 4 Diploma and continues to build his knowledge and expertise with a view to progressing further in his career. Matt takes pride in producing high quality reports and analysis to help ensure clients receive clear, accurate and compliant financial advice.
Outside of work, Matt is a keen football fan, enjoys travelling to new places, and values spending time with family and friends.
CII Diploma in Regulated Financial Planning (DipPFS)
Karolina Czapiga - Administrator
Karolina joined us in 2025, having previously worked in a customer service role at The Openwork Partnership. Karolina’s positive demeanour and proactiveness make her a valued asset to our administration team, ensuring that all clients have a positive experience with our team.
Karolina’s passions outside of work include making music and cooking, especially experimenting with new food and sharing it with friends and family.
Cindy Fellows - Administrator
Cindy brings 30 years of experience in administration and is now excited to be applying those skills to her new role as an administrator in mortgages, protection and wealth.
Outside of work, she enjoys spending time with her adopted greyhound, "the fastest couch potato". She is also involved in local social charity work where she enjoys encouraging others to adopt greyhounds.
Emma Pearce - Administrator
Emma is an experienced mortgage and protection administrator. She supports our advisers with her extensive industry knowledge, and she’ll ensure that your journey to home ownership goes as smoothly as possible.
Outside of work, Emma enjoys walking Pippa the mad cockapoo!
Meet the team
Anya has worked in financial services for the last 10 years and specialises in wealth management. She is passionate about customer excellence and ensuring that high quality financial advice is provided from our adviser team.
Outside of work, she is a DIY lover and is currently completing a house renovation. When she’s not working on the house, she spends her time going on long walks with her partner and enjoys time in the countryside taking photos of wildlife.
CII Certificate in Mortgage & Protection (Cert MP) CII Diploma in Regulated Financial Planning (DipPFS)
Laylah has 10 years of experience in financial services, working within both Openwork and IFA firms. She is qualified in mortgage & protection advice and is looking to expand her knowledge and expertise in wealth management and progress towards working as a financial adviser.
Outside of work, Laylah enjoys weightlifting and often attends music events with her friends & family. Her weekends are usually spent with her partner and her dog, Yogi, who is a Jack Russell x Pug.
Certificate in Mortgage Advice (Cert MP)
Certificate in Equity Release (Cert ER)
CII Diploma in Regulated Financial Planning (DipPFS)
Matt began his career in financial services in 2021, joining the industry as an apprentice. Since then, he has developed into a highly capable Paraplanner with a proactive approach to supporting financial advisers and their clients.
He has successfully achieved his Level 4 Diploma and continues to build his knowledge and expertise with a view to progressing further in his career. Matt takes pride in producing high quality reports and analysis to help ensure clients receive clear, accurate and compliant financial advice.
Outside of work, Matt is a keen football fan, enjoys travelling to new places, and values spending time with family and friends.
CII Diploma in Regulated Financial Planning (DipPFS)
Karolina joined us in 2025, having previously worked in a customer service role at The Openwork Partnership. Karolina’s positive demeanour and proactiveness make her a valued asset to our administration team, ensuring that all clients have a positive experience with our team.
Karolina’s passions outside of work include making music and cooking, especially experimenting with new food and sharing it with friends and family.
Cindy brings 30 years of experience in administration and is now excited to be applying those skills to her new role as an administrator in mortgages, protection and wealth.
Outside of work, she enjoys spending time with her adopted greyhound, "the fastest couch potato". She is also involved in local social charity work where she enjoys encouraging others to adopt greyhounds.
Emma is an experienced mortgage and protection administrator. She supports our advisers with her extensive industry knowledge, and she’ll ensure that your journey to home ownership goes as smoothly as possible.
Outside of work, Emma enjoys walking Pippa the mad cockapoo!
Meet the team
Luke Harris - Administrator
With a strong drive to develop skills and knowledge, Luke is dedicated to providing helpful and reliable support to clients. He has ambitions to gain professional CII qualifications and potentially progress towards becoming a financial adviser, with the goal of helping people secure futures through trusted advice.
Outside of work, Luke enjoys spending time with his family, his dogs and exploring the world.
Cherice Haye - Administrator
Cherice has been working in the financial industry for the last 10 years in a variety of administrative roles. She has a good understanding of how mortgages work and the importance of protection.
Outside of work she has a great love for dogs and is a big foodie. Certificate in Mortgage Advice and Practice (CeMAP)
Meet the team
With a strong drive to develop skills and knowledge, Luke is dedicated to providing helpful and reliable support to clients. He has ambitions to gain professional CII qualifications and potentially progress towards becoming a financial adviser, with the goal of helping people secure futures through trusted advice.
Outside of work, Luke enjoys spending time with his family, his dogs and exploring the world.
Cherice has been working in the financial industry for the last 10 years in a variety of administrative roles. She has a good understanding of how mortgages work and the importance of protection.
Outside of work she has a great love for dogs and is a big foodie. Certificate in Mortgage Advice and Practice (CeMAP)