Supporting our Clients

We are part of The Openwork Partnership

Together, we are always by your side

The Openwork Partnership is one of UK’s largest and longest- established financial advice and investment companies.

Through many changes and challenges we have been a constant presence for over 45 years. We have served over two generations of clients and together seen a lot of change.

Every firm is individual and distinct, yet we share values and standards with each other - for the benefit of our clients.

As a Partnership we work together to:

Make sure we work to the highest standards of compliance and regulation.
Fully research the financial products available and work with product providers to secure the best solutions for our clients.
Access correct training and professional development.
Sustain quality standards in the advice we give our clients.

To maintain these high standards, The Openwork Partnership may contact you directly to you ensure your satisfaction and ask for your feedback.

We are proud of the personal difference we can make helping our clients and their families look forward to a better future with confidence and optimism.

The Process

we follow

Stage 5

Reviews

We meet regularly to review your circumstances and help keep you on track to achieve your goals.

Stage 2

Your requirements

We gather relevant personal and financial information and establish your requirements for your mortgage, including insurance and protection.

Stage 3

Our recommendation

We recommend a mortgage and any relevant protection / insurance cover based on what we know about your requirements. We'll also arrange any other services you need, eg. surveys, conveyancing etc...

Stage 1

Your goals

We establish your goals and aspirations for property ownership

Stage 4

Application process

We oversee your applications, liasing with lenders / providers to help make sure your applications progresses smoothly.

We understand that from time to time our clients may find themselves dealing with circumstances which could mean they are potentially vulnerable. For example, a change in health, caring for a family member or coping with the loss of a loved one. There are many different types of vulnerability, and what makes one person vulnerable might not affect someone else. When we are vulnerable, our need for financial advice may change. However, admitting vulnerability or seeking help can sometimes feel hard.

If this is something you would like to discuss, please ask for a copy of our support guide. This guide is designed to help explain vulnerability and the ways in which we might be able to support you. If you feel any of the circumstances in the brochure apply to you, please talk to us.

Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured against it.