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

Stuart Bowden

Jackie Cox

Helen Longland Fpfs

Ashley Janes

David Walker

Liam Richards

Christopher R.

Aidan Chavasse

Caitlin Mellors

Morad Tollaz

Jacobus Coetsee

Carrie Morris

Stuart Dodson

Peter Holt

Kim Jacobs

Robert Fielder

Adrienne Jones

Kay Lewis

Dan W.

Jack Cole

Seb Tellwright

Nancy Kore

Julie Wise

Rhona Wiltshire

Robyn Allen

Steven Duncan

Laura Young

Lucy Hamer

Tom Clapham

Rachael Maskell

Tom Rippin Dipfa

Darren Walker

Rob McMillan

James Emerson

Christopher Steventon

Susan Cottrell

Ross Withers

Dare Agbebi

The IT and Software Development Team at The Openwork Partnership is responsible for ensuring the seamless operation and security of the company's technological infrastructure. This includes managing application support, overseeing IT security, transitioning IT changes, and maintaining a robust service desk. The team also focuses on software development, cloud and data management, data science, and business intelligence to support the company's mission of providing personalized financial advice and fostering a collaborative and supportive environment.

IT and Software Development Team

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 Management and Strategy Team at The Openwork Partnership drives the company's overarching strategic initiatives, aligning business operations with long-term goals. This diverse team, comprising leaders from marketing, procurement, sales, finance, talent acquisition, and more, ensures cohesive development, implementation, and management of strategies to foster mutual support, respect, and exceptional financial outcomes for clients and colleagues alike.

Management and Strategy Team

The Leadership Team at The Openwork Partnership is responsible for setting the strategic direction, ensuring regulatory compliance, and fostering a culture of mutual support and respect across the organization. This team oversees operational efficiency, risk management, financial health, technological innovation, and the professional development of both staff and financial advisers, all to achieve better outcomes and brighter financial futures for their clients and colleagues.

Leadership Team

The Risk Management Team at The Openwork Partnership is responsible for identifying, evaluating, and mitigating potential risks to ensure the financial stability and compliance of the organization. This team oversees quality and risk management, data governance, operational resilience, and recovery, working collaboratively to support the company's mission of delivering personal and effective financial advice.

Risk Management Team

The Operations Team at The Openwork Partnership ensures seamless functionality and efficiency across various departments. They oversee advertising approval processes, manage platform relationships, handle HR and business school operations, and provide administrative support to providers and agencies. Their work supports the company's mission of fostering mutual support and creating positive financial outcomes for clients and colleagues alike.

Operations Team

The Openwork Partnership

Org chart

Teams

IT and Software Development Team

Partnership Development Team

Management and Strategy Team

Leadership Team

Risk Management Team

Operations Team

Offices

The Openwork Partnership

Org chart

Teams

IT and Software Development Team

Partnership Development Team

Management and Strategy Team

Leadership Team

Risk Management Team

Operations Team

Offices

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