Graduate podcast - How To Be A Successful Financial Adviser
In this episode host Aimee Lungutescu, is joined by Penny Group’s Sanjay Assarpota, Cavendish Brooke’s Jack Spiers and Blue Heron’s Rebecca Harbrow. The group discuss what it takes to build a successf...
A new approach to helping colleagues who experience the loss of a baby or menopause symptoms
The Openwork Partnership,today signalled further support for any colleagues who need help after miscarriage or who are facing menopause symptoms. We are adapting their offices to provide a safe and co...
The Openwork Partnership Evolves with Strategic Partner Firms
We are evolving our growth strategy through new long-term strategic partnership agreements with major firms in the network. Unique Financial Planning Limited and The Penny Group are the first two busi...
The Openwork Partnership Enhances Protection Proposition with Addition of Cura
We are enhancing its protection proposition by linking with award-winning specialist broker Cura Financial Services. Launching Cura Financial Services to the network enables The Openwork Partnership a...
The Openwork Partnership Enhances its Partnership for Growth
The Openwork Partnership has delivered another important milestone in its growth strategy with the overwhelming support of partners at an Extraordinary General Meeting. Partners voted 96% in favour of...
Omnis Appoints Western Asset Management to Manage £604 Million Bond Fund
Omnis Investments Limited (Omnis), the investment arm of The Openwork Partnership, which has more than £10 billion of assets under management, has appointed leading bond manager Western Asset Manageme...
Graduate podcast - Robo and Automated Advice Processes
In this episode we discuss Robo and Automated advice processes – how they operate at the moment and how they may shape the future of financial advice with the founder of Financial Technology Research ...
The Openwork Partnership is rated best network for protection advice
Independent protection industry research and analysis group Protection Guru has voted The Openwork Partnership the Best Network for Protection Advice at its inaugural awards. The event celebrating the...
The Openwork Partnership commits to supporting carers
The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, has been recognised for its support for unpaid carers in the workplace. It has compl...
The Openwork Partnership Appoints Chief Operating Officer
We have appointed Frank Meere as Chief Operating Officer. Frank brings more than 30 years’ experience in the financial services sector including a wide range of Chief Operating Officer and general man...