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UNSURE WHAT TO SEARCH FOR?


USEFUL LINKS

Financial AdviceAbout usJoin usGiving backNews
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Financial advice About us Join us The Foundation News Adviser Login
The Openwork partnership
Contact us Search Find an adviser
Financial advice
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FINANCIAL ADVICE

Overview Financial advice Financial advice Looking for a mortgage
Overview Buying my first home Re-mortgaging Moving home Buy-to-Let Equity
release
Saving & investing
Overview Making the most of your money Saving for children
Pensions & retiring
Overview Saving for retirement Getting ready for retirement Enjoy the retirement
you deserve
Inheritance tax & family wealth Insure & protect
About us
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ABOUT US

Overview About us About us Our history Senior leadership team Corporate social
responsibility
Overview Our governance Our colleagues Our community Our environment Women in
Finance
Join us
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JOIN US

Overview Join us Join us Careers at The Openwork Partnership
Overview Culture and values Rewards and benefits Graduates Need help?
The Foundation
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THE FOUNDATION

Overview The Foundation The Foundation Our funding Our impact
Overview Cruse Bereavement Support Dementia UK
Our grants
News
The Openwork partnership Menu Close
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FOR US, FINANCIAL ADVICE IS PERSONAL

For us it’s not just about numbers and figures or growth and investments
(although those are very important). It’s about making a difference to people –
across generations of lives

For us it’s not just about numbers and figures or growth and investments
(although those are very important). It’s about making a difference to people –
across generations of lives

Find an adviser

Start your financial advice journey with us

Find out more about The Openwork Partnership


YOUR PERSONAL FINANCIAL GOALS

We are unique - every firm in the Partnership is individual, with its own ethos
and identity. Yet together we have a shared history stretching back nearly 50
years and a shared commitment to delivering for our clients.

We keep it personal – for us it’s always about people.

So, it’s about helping you to sleep at night knowing your family is protected.
It’s advice on planning a future with confidence. Or simply being sure to make
the most of your money.  

If it matters to you, it’s a matter of personal importance to us.


FOR US, FINANCIAL ADVICE IS PERSONAL


LOOKING FOR A MORTGAGE

Whether you’re buying your first home, moving house or buying a property to let,
we are here to support you all the way and help you make the best decisions.

Find out more


SAVING AND INVESTING

Whatever your goals, our advisers will work with you to understand what you want
to achieve and guide you to the choices that are right for you.

Find out more


PENSIONS AND RETIRING

Wherever you are on your journey to retirement, we’re here to help. An adviser
from The Openwork Partnership can help you navigate your way to the retirement
you deserve.

Find out more


INHERITANCE TAX AND FAMILY WEALTH

To make sure your legacy passes to the people you care about when it is most
needed, talk to our advisers about protecting your estate for your loved ones
and reducing the impact of inheritance tax.

Find out more


INSURE AND PROTECT

Whether its protecting what matters most, or securing a financial future for you
and your family, our advisers can help make sure you’re covered, no matter what
life throws at you.

Find out more


IT'S ABOUT MAKING A DIFFERENCE...




THE NUMBERS SPEAK FOR THEMSELVES

Figures correct as of October 2022 representing the overall group

0 153 307 460 614 767 921 1074 1228 1381 1535 1688 1842 1995 2149 2302 2455 2609
2762 2916 3069 3223 3376 3530 3683 3837 3990 4144 4297 4451 4604


ADVISERS IN OUR NETWORK

We have 4604 advisers based across the UK including 679 Owl advisers and 383
2plan advisers.

£ 0 0.36 0.72 1.08 1.44 1.8 2.16 2.52 2.88 3.24 3.6 3.96 4.32 4.68 5.04 5.4 5.76
6.12 6.48 6.84 7.2 7.56 7.92 8.28 8.64 9 9.36 9.72 10.08 10.44 10.8 bn


ASSETS UNDER MANAGEMENT

We are currently responsible for £10.8 billion of client money

0 0.04 0.08 0.12 0.16 0.2 0.24 0.28 0.32 0.36 0.4 0.44 0.48 0.52 0.56 0.6 0.64
0.68 0.72 0.76 0.8 0.84 0.88 0.92 0.96 1 1.04 1.08 1.12 1.16 1.2 m


CLIENTS ADVISED

We have advised over 1.2 million clients

0 24 48 71 95 119 143 166 190 214 238 261 285 309 333 356 380 404 428 452 475
499 523 547 570 594 618 642 665 689 713


FIRMS NATIONALLY

We have 713 firms based all across the UK


WE ARE A THRIVING, AWARD-WINNING BUSINESS




WHY CHOOSE ONE OF OUR ADVISERS?

For us it’s about the people. And the difference we can make for you. We don't
think financial decisions should be a worry. They should be an opportunity to
make your life more secure and more optimistic.


WE ARE WHERE YOU LIVE

We are one of the largest and most diverse financial advice companies in the UK.
Each of our firms is distinct and individual. Somewhere near you is an adviser
who will be able to give you financial advice tailored to you and to your
situation.


PARTNERSHIP IS EVERYTHING TO US

We are a unique organisation that exists to help people just like you. We are a
partnership, and your individual adviser is supported by thousands of other
people in The Openwork Partnership. All of us with a responsibility to you.




NEWS

View all news
Press Release


THE OPENWORK PARTNERSHIP LAUNCHES NEW PARTNERSHIP DEVELOPMENT MODEL

The Openwork Partnership, one the UK’s largest financial services networks,
today has launched its n...

03/04/2023 Read more about The Openwork Partnership Launches New Partnership
Development Model
Press Release


THE OPENWORK PARTNERSHIP WELCOMES THE FCA CONSUMER DUTY RULES UPDATE

The Openwork Partnership welcomes the FCA’s Consumer Duty rules, which intend to
provide higher leve...

01/11/2022 Read more about The Openwork Partnership Welcomes the FCA Consumer
Duty Rules Update


FIND AN ADVISER

Our advisers make it easier for you to face your financial future with
confidence and optimism

Find an Adviser
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FOOTER


THE OPENWORK PARTNERSHIP

We are The Openwork Partnership and for us, financial advice is personal.

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YOUR FINANCIAL ADVICE JOURNEY

Financial advice Looking for a mortgage Saving & investing Insure & protect
Pensions & retiring


JOIN US

Careers at The Openwork Partnership Advisers and firms Contact our recruitment
team


ABOUT US

Corporate social responsibility Our history Senior leadership team News Contact
us


LEGAL LINKS

Adviser Log In Help when things go wrong Email disclaimer Gender Pay Summary
March 2023 Modern Slavery Statement Privacy & cookies policy Product appendices
Privacy notice for candidates Terms & conditions Whistleblowing Cookies


THE OPENWORK PARTNERSHIP

We are The Openwork Partnership and for us, financial advice is personal.

Facebook Twitter LinkedIn


YOUR FINANCIAL ADVICE JOURNEY

Financial advice Looking for a mortgage Saving & investing Insure & protect
Pensions & retiring


JOIN US

Careers at The Openwork Partnership Advisers and firms Contact our recruitment
team


ABOUT US

Corporate social responsibility Our history Senior leadership team
NewsContact us
Adviser Log In Help when things go wrong Email disclaimer Gender Pay Summary
March 2023 Modern Slavery Statement Privacy & cookies policy Product appendices
Privacy notice for candidates Terms & conditions Whistleblowing Cookies