Openwork

Openwork Advisers are trained to a high standard and the quality of the advice they provide is constantly assessed.

Openwork.

Openwork is a leading financial advice network with roots dating back to 1971.

Openwork is one of the UK’s largest networks of financial adviser businesses, providing services, expertise and support to around 3,700 advisers operating around the UK.



Openwork advisers are trained to a high standard and the quality of the advice they provide is constantly assessed. By combining their expert knowledge with Openwork's support services, they are well-placed to help you set, monitor and achieve your financial goals.


Understanding you and your needs.


Your Openwork adviser will want to know more about you, your circumstances and your overall financial position. They will also ask you about your future goals and your objectives. If you're looking to invest, your Openwork adviser will help you establish the degree of risk you're prepared to take with your money.


Explaining their charging structure.


Your Openwork adviser will explain their charges (where applicable) and how they will be paid. They will also disclose the range of products they can advise you on. You may be asked to sign an agreement before your adviser completes any further work on your behalf.

Researching and designing a solution.


Based on the information they gather, your Openwork adviser will research the options available to you and recommend one that they think is appropriate to your needs and circumstances. Before they proceed, they will discuss their recommendations with you to make sure you understand and are happy with what they're advising and why.




Staying in touch.


Your circumstances and goals may change over time, so your Openwork adviser will be on hand to help you meet new or existing goals. This may be on an ad hoc basis, or as part of a formal ongoing service agreement.


It's all designed to help you achieve your goals - be it buying a home, protecting yourself or your loved ones, invest for the future or enjoy a comfortable retirement.


To discuss your requirements in complete confidence with a selected Openwork Financial, Mortgage or Protection Adviser, please use the secure enquiry form:

Contact | Openwork | Secure | Fast

Data Protected by 256 TSL Bit Encryption. Trusted Xperts Limited is registered as a Data Controller in accordance with the Data Protection Act 2018. Information on this form will only be used to resolve your query and not for marketing purposes.

Openwork Limited is a company registered in England (company number 4399725) whose registered office is at Washington House, Lydiard Fields, Swindon SN5 8UB.


Openwork Limited is authorised and regulated by the Financial Conduct Authority, registration number 408285.


Trusted Xperts conduct random compliance checks on our Trusted Xperts Partners to ensure that they are maintaining our high standards.


Not satisfied with a Trusted Xperts Partner? Please visit our Complaints Policy page, where we explain what we can do to assist you. Where complaints are upheld and warrant serious action, we will remove any Trusted Xperts Partners that have failed to meet our high high standards.


To search for a Trusted Xperts Partner Financial Adviser, Accountant or Law Firm in your area, simply visit the Trusted Xperts Partner Search page and zoom in to your area and click the pin of interest, or search for a Partner in the Search Box  below and our powerful Search App will assist you.


Alternatively, if you prefer to speak with us in complete confidence, please Call us using or use our secure enquiry form below, and Trusted Xperts Limited will get back in touch.


Please note: Commercial lending is not regulated by the Financial Conduct Authority. Trusted Xperts Limited is not authorised to give advice. We will only confirm your details and purpose and with your consent, pass your Personal Information over to a Trusted Xperts Partner. Telephone calls may be recorded.


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