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Ready to own your financial advice business?

We can help you get there with our dedicated training programme.

We can help you get there with our dedicated training programme.

Get ready to head up your firm with Route to Principal

Get ready to head up your firm with Route to Principal, our dedicated pathway for aspiring business owners in our network.

We call the owners of out partner firms ‘Principals’. These people are the cornerstone of our partnership, playing a vital role across our organisation as drivers of growth and role models for others. 

What is Route to Principal?

Route to Principal is our dedicated training programme for aspiring owners. It's a fast track for advisers who want to set up their own business or inherit a firm from an existing owner. It provides core development, mentoring and consultancy, drawing on the vast reserves of experience firm advisers and colleagues throughout our network. 

Why should I become a leader with The Openwork Partnership?

Building and owning a successful advice business can be immensely rewarding, but it involves a huge amount of work and determination.

Route to Principal gives you the confidence, expertise and resources to conquer the challenges of owning your own business, giving you the best possible chance of success in your early days. You’ll have the freedom to build your business however you want, safe in the knowledge that you’ve got an established network behind you.

Don’t just take our word for it. The Route to Principal programme is accredited by the Chartered Insurance Institute (CII), adhering to the highest standards in our industry and underscoring our commitment to our advisers.

Get ready to lead your advice business.

Find out more about CII accreditation here