Meet Jack Neale: building trust, expertise and long-term client relationships in mortgage advice
For many successful advisers, the journey into financial services is anything but conventional. For Jack Neale, Owner, Director & Adviser at MyMny Mortgage Advice, it’s a care...
AI redefines financial advice as geopolitical uncertainty rises - Openwork Pulse survey
AI reshapes personal advice: 89% of advisers say AI will transform the client–adviser relationship, yet over two-thirds remain concerned about clients using unregulated AI tools without professional ...
Meet Stacey Haughey: Mortgage and Protection Adviser at Pia Financial Solutions
Stacey Haughey is a dedicated Mortgage and Protection Adviser at Pia Financial Solutions, part of The Openwork Partnership. With a career built on trust, personal service and consistent results, Stac...
Meet Roshan Vitharanage: from no experience to building a thriving advisory business
Meet Roshan Vitharanage, Director and Senior Financial Adviser at BVS Mortgages and Financial Services Ltd. Since joining The Openwork Partnership in 2018, Roshan has built a successful, growing busin...
A lifelong partnership: Graham Sharkey, Principal Adviser of Status Mortgage Services
When Graham joined The Openwork Partnership nearly two decades ago, the financial services landscape looked very different. It was the mid-2000s, the credit crunch was hitting, and regulations were ti...
From apprentice to principal: Rose’s journey in financial advice
Building a career in financial advice doesn’t always follow a traditional route. For Rose Hawkins, it began straight from school, learning the profession from the ground up, and has grown into r...
Adviser Spotlight: Michael Philpot, Cannongate Wealth
Cannongate Wealth is a family-run firm of Wealth Managers based in Cannon Street, London. Led by adviser Michael Philpot DipPFS, IMC, the firm supports clients with genuinely personal financial...
Building a modern protection‑led advice business: The Precise Life story
For advisers considering how to evolve their proposition, strengthen client outcomes or grow their business within a supportive network, Precise Life provides a strong example of what...
Key insights from the 2026 Rated for Service Survey
The mortgage market in 2025 proved calmer than many advisers had experienced in recent years. While the year began with heightened activity from home movers ahead of Stamp Duty Land Tax changes at th...
Adviser spotlight: Shahinul Islam, Simply Mortgages Limited
If you have ever wondered what it is really like to become a self-employed mortgage and protection adviser, hearing from someone who has already made the leap is the best place to start. We s...