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We're proud of the community we’re building, but don’t just take our word for it. Here are a few of the hundreds of success stories from across our network.
We're proud of the community we’re building, but don’t just take our word for it. Here are a few of the hundreds of success stories from across our network.
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From football to financial advice
After an injury brought his career as a professional footballer to an unexpected halt, Lewis Powell (Managing Director, Trulife Financial) discovered firsthand the value of financial protection. Fast forward to today and he’s built a growth-oriented business offering trusted holistic advice to thousands of clients.
“We didn’t really consider another network. The Openwork proposition (spanning mortgage, protection and wealth) was exactly what we needed to create a genuine full-service offering.”
Collaboration, community and sustainable growth
Starting with mortgage advice and expanding into full financial planning, Siobhan Brookes and Thomas Folan (Co-Founders, Folan Brookes) are growing strong and steady thanks to great training, support with recruitment and an entrepreneurial community.
"We’re building a network of likeminded local businesses who share our values. It’s rewarding work, and The Openwork Partnership will continue to be a key part of that journey.”
Broadening horizons and regaining autonomy
After years of advising at a large firm, Paul Gray (Founder, Hathaway Gray) was ready to take the reins of his own career. In 2024, he returned to his roots and launched his own practice, embracing the freedom that comes with being his own boss.
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From sole trader to scalable success
Like many sole traders, Mark Burton (Director, Mark Burton Mortgage & Protection Services) is no stranger to wearing many hats. But he always had a vision for something more substantial. With our help, he’s creating a scalable business that works for him.
“Now I’ve set up a limited company, opened a new office, brought in another broker and admin support, it’s changed massively: it feels like a proper business now.”
From partnership to purpose
The team, James, Adam, Ben, and Jon, bring over 60 years of combined industry experience. Initially focused on mortgages and protection, they quickly recognised the need to diversify and branch out into the wealth space.
“We realised we were quite exposed. Interest rate changes, global events; it all impacted us. We needed a scalable plan to retain stability, while still offering the best service to our clients.”
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