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 plan...
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’s possible with...
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...
The Openwork Partnership appoints Adam Jones as Chief Technology Officer
London, 9 March 2026 – Adam Jones has been appointed as Chief Technology Officer of The Openwork Partnership (“Openwork”), one of the UK's leading and longest-established financial advice networks. A...
Lessons from IWIFS: Why financial advice needs more women
Earlier today, we were treated to an insightful Inspiring Women in Financial Services (IWIFS) online event, featuring Claire Limon, Carrie Morris, Jennifer Mathias and Carol Boston. The discussion e...
What the Spring Forecast says and what it could mean for households
Chancellor Rachel Reeves delivered the Spring Statement 2026 on the 3rd March alongside the latest Office for Budget Responsibility (OBR) Economic and Fiscal Outlook, providing an updated picture of...
Route to Principal (R2P): Building the Next Generation of Advice Firm Leaders
Becoming a Practice Principal is one of the biggest career transitions an adviser can make. It’s a move that goes far beyond technical advice skills, requiring commercial confidence, leadership capab...
From military intelligence to financial advice: Joe’s second-career story
For many people, the idea of changing careers later in life can feel daunting. But for Joe, a former military intelligence analyst and now a new adviser at The Openwork Partnership, a second career&n...