For us, financial advice is personal. Whether you’re a client, a colleague or a financial adviser, we believe we’re all in it together – supporting each other for better outcomes, brighter financial futures, and more of the moments that matter. Driven by mutual support and respect, our family approach means it’s not just about money for us – it's about making a difference.

Finance

The Openwork Partnership

The Openwork Partnership's headquarters in Swindon, United Kingdom

Dan W.

Peter Tannion

Jackie Cox

Helen Longland Fpfs

Ashley Janes

David Walker

Liam Richards

Christopher R.

Jack Cole

Aidan Chavasse

Caitlin Mellors

Jacobus Coetsee

Carrie Morris

Peter Holt

Kim Jacobs

Stuart Bowden

Neil Foreman

Kay Lewis

Morad Tollaz

Matthew Bownes

Jenni Adams

Jonny Gallagher

Adrienne Jones

Leanda Cardall DIPFA

Alex Robinson

Nancy Kore

Meghan Castle

Vivian Oliveira

Helen Cridland

Michael Tomlinson

Matt Latham

Jez Fram ACSI

Glenn Ainscough

Mark Shay

Darren McNamara - Financial Services Specialist

Matt Cordas

Rob McMillan

Laura Young

Tom Rippin Dipfa

Tom Clapham

Steven Duncan

Robyn Allen

Rachael Maskell

Lucy Hamer

Darren Walker

James Emerson

Liberty M. Roger

Irena French

George Russ

Aatif Rehman

Mark Hosken

Fabius Lihanda

Sam Campbell

Julia Easter

Polina Hloba

Wendy Iwajomo

Ross Withers

Dare Agbebi

Christopher Steventon

Jennifer Huxtable DipPFS

This department focuses on providing mortgage advice and assessment to clients seeking financial protection and planning solutions.

Mortgage Services

This department focuses on enhancing employee skills and competencies through structured training programs and implementation support.

Training and Development

This department focuses on building and managing strategic relationships and partnerships to enhance business growth and collaboration.

Partnerships Development

This department provides expert financial guidance and training to clients and employees.

Financial Advisory Services

This department focuses on developing and managing financial planning strategies and educational resources.

Financial Planning

The Partnership Development Team at The Openwork Partnership focuses on fostering and expanding relationships with new and existing financial advisers and strategic partner firms. This team is responsible for recruiting, nurturing, and enhancing these partnerships to ensure mutual growth and success, aligning with the company's ethos of support and collaboration for better financial futures.

Partnership Development Team

The Openwork Partnership

Org chart

Teams

Mortgage Services

Training and Development

Partnerships Development

Financial Advisory Services

Financial Planning

Partnership Development Team

Offices

The Openwork Partnership

Org chart

Teams

Mortgage Services

Training and Development

Partnerships Development

Financial Advisory Services

Financial Planning

Partnership Development Team

Offices

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