Saving excess income on a regular basis and investing lump sums as they are available are both very important aspects of creating security throughout one’s lifetime.

The wide range of options available and the hundreds of investment funds within these can create enormous confusion. We ensure that we understand your risk tolerance and we guide you towards creating an investment portfolio that suits you as an individual and meets your objectives during the short, medium and long term.

The average life expectancy in this country has increased and more people are healthier and fitter in retirement than has perhaps ever been known before.

We therefore need to make all the more preparation to ensure that we will enjoy financial peace and stability in our ‘golden days’ and furthermore, that we can afford to enjoy ourselves and do all those things we always planned to do when we had the time.

Buying a property is a significant financial commitment, and receiving appropriate advice is crucial. Our mortgage specialist will work closely with you to find the right mortgage product tailored to your needs. As part of one of the UK's largest mortgage networks, we have access to a wide range of lenders and exclusive products.

We assist home movers, first-time buyers, and offer a remortgage service to ensure competitive mortgage options. Financial planning is essential to protect your home and assets from unforeseen circumstances like illness or death. The Openwork Partnership has been a reliable financial advice provider for over 45 years, emphasizing high standards of compliance and client satisfaction.

We will discuss your priorities, the services we can provide, and the associated costs before commencing any work. Our commitment includes transparency regarding fees and ensuring we do not exceed your budget without prior agreement.

We offer a comprehensive range of mortgages from across the market) but not deals that you can only obtain by going direct to the lender.

Protection providers – Aviva, BSG Financial Solutions, Cura, Guardian, Legal & General, LifeQuote, LVE, MetLife, Royal London, The Exeter, Vitality and Zurich.

Commercial Mortgages and most Buy-to-let Mortgages are not regulated by the Financial Conduct Authority.

Your property may be repossessed if you do not keep up repayments on your mortgage.

We are here to help

Talk to our expert team to begin the journey to financial clarity!