Making the right investment choices…

How can I make my money work harder for me? What do I want to achieve?  Where should I put it? What is the risk?

Everyone is unique, your needs constantly change as you travel through life, so your priorities change too. From prudent financial planning at the start of your career to protecting the family’s inheritance in later life, the common thread is you want to make the most from your investments.

You may ask yourself…

How can I…

… best grow my money?
… invest to generate a reliable income?
… plan for my loved ones’ inheritance?
… benefit from tax efficient savings?

Our experienced financial advisers will take time to sit down with you and help you understand your financial goals. From there they are able to look at your current position, devise a number of solutions to achieve these goals before agreeing with you the most suitable route. Which begs the question…

Why should you turn to Openwork?

We offer face to face advice. It sounds a straightforward statement but through offering the right advice we build working relationships for life. It’s not about pushing the latest products at you; it’s about finding the right solutions - for you now and in the future.

We have over 2,500 advisers who have long-standing relationships with clients and the majority of our new clients come to us through word of mouth.

As one of the UK’s largest stand-alone, exclusive multi-tied financial advice network, we can help you choose the best mix of investment products for your needs - offering a wide range from our award-winning, market-leading providers.

How do we work?

The first thing one of our advisers will do is make an appointment and help you assess your current situation. An initial, informal discussion (something we call a fact-find) will determine your current needs. With you we’ll deliver a solution, using your requirements and our expertise.

Products & Providers

Our products include ISAs, Investment bonds, IHT planning tools such as trusts, Offshore investments, Guaranteed accounts and many other solutions.