Luisa

Luisa used to dream of being a princess, now she has her own one-bed castle

We know that some things are more important than money. We’re here to celebrate the difference you can make to your clients, and help you deliver outstanding support, every step of the way.

We know that some things are more important than money. We’re here to celebrate the difference you can make to your clients, and help you deliver outstanding support, every step of the way.

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The numbers speak for themselves

Figures correct as of May 2021 representing the overall group

4321

Advisers in our network

We have 4321 advisers based across the UK

£ 10.7 bn

Assets under management

We are currently responsible for £10.7 billion of client money

1.2 m

Clients advised

We have advised over 1.2 million clients

719

Firms nationally

We have 719 firms based all across the UK

A history of working together

Since The Openwork Partnership first started, our story has been one of evolution and adaptation. We have changed shape many times over the years to reflect changing client needs and during that time we have developed a strong sense of who we are and why we do what we do.

fFor us, financial advice is personal

It’s not just about the numbers – the business growth, the investment performance. It’s about personal stories, families, careers and generations of lives.

We make it easier to face the future with confidence and optimism

The Openwork Partnership means working together to use our scale, collective ideas and different skills to do the right thing and to deliver the best value and opportunity, as easily as possible.

We are The Openwork Partnership

Whether protecting your family or building a retirement plan we have worked together with our Advisers and served well over 1.2 million clients, spread across the UK.

It's about making a difference...

Still from the brand video of a man and woman moving in to a new home Still from the brand video of a man and woman moving in to a new home

The Openwork Partnership family includes…

The Openwork Partnership family includes…

The Openwork Partnership family includes…

2plan Wealth Management

Our national independent advisory firm provides professional financial advice through its over 280 advisers to over 80,000 clients.

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Omnis Investments

The Omnis’ fund range is available exclusively to The Openwork Partnership advisers and clients and offers a full range of equity, fixed interest, multi asset, multi-manager and income funds.

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Owl Financial

A nationwide network of well over a thousand advisers with a focus on helping clients protect what is most important to them. Their expertise includes income protection, life insurance, critical illness and accident protection cover.

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The Openwork Foundation

We all come together nationally in the Openwork Foundation to raise funds, awareness and support to vulnerable people across our communities. We have done this for over four decades.

Giving Back