Adviser spotlight: Ben Davis on McGirls Money Management
When Ben Davis became a director of McGirls Money Management, he was stepping into the next chapter of a firm with decades of history, with the opportunity to build on its reputation and create new po...
Introducing the Operations for Excellence Programme
What makes a great advice business? Many would point to advisers, client relationships or growth. All matter, but successful firms also rely on something less visible and just as important: stro...
From professional football to first-class advice: Meet Tyreece Germain-Andrews
From professional football to First-Class honours and a thriving advice career, Tyreece Germain-Andrews has built a habit of aiming high and continually raising the bar. Today, Tyreece is a fina...
Why financial planner Esha Mehra is passionate about shaping the next generation of financial advice
Financial advice may not have been Esha Mehra’s original career plan, but it has become a profession in which she has already achieved a great deal. After beginning her career as an administrato...
The Openwork Partnership appoints Emma Hardiman as Marketing and Communications Director
The Openwork Partnership (“Openwork”), one of the UK's largest financial advice networks, has appointed Emma Hardiman as Marketing and Communications Director. She will join in November, bringing two ...
The new inheritance tax rule that could affect thousands of families
Don’t assume inheritance tax is only a concern for the very wealthy. As pension savings become part of the calculation from 2027, more families may find themselves paying the tax for the first time. F...
Our network: Jacob Miskimmin, Milecross Financial
Keeping it in the family Financial advisers have all kinds of origin stories. Some have worked in other parts of the financial industry; some have worked in other sectors altogether. And for others st...
The Openwork Partnership bolsters growth strategy with senior leadership appointments
Willem van Rooy joins from Quilter plc to lead Openwork's Strategic Investments team, as Aidan Chavasse becomes CFO of Omnis Investments. London, 24 August 2026 – The Openwork Partnership (...
Our network: Mark Burton, Mark Burton Mortgage and Protection Services
The best of both worlds Mark spent most of his career in banking before moving into the advice industry. He’s now a successful mortgage broker based in Colchester. And he’s also part of the Openwork n...
How Openwork helps Michael Margai deliver for clients and build Perfect Protect
For Michael Margai, Financial Planner at Perfect Protect Financial Planning, financial advice has always been about helping people make confident decisions and protect what matters most. Since enterin...