Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.
The initial consultation to understand your objectives and how you wish to work with is at our cost.
Advisers all hold the FCA SPS (Statement of Professional Standing) and recognised diploma qualification in financial advice.
We have access to a comprehensive range of mortgages from a panel of 50 lenders, including buy to let mortgages. We can also introduce you to specialists for secured second charge and commercial mortgages. Commercial mortgages and some buy to let are not regulated by the Financial Conduct Authority.
Yes, be it regular or lump sum pension.
Yes, we do offer investment ISA accounts. The ISA allowance for tax year 2018/19 tax year is £20,000.
We can protect your family, lifestyle and liabilities against death/diagnosis of a critical illness and loss of income.
Yes. Will Writing & Power of Attorney’s are not part of the Openwork offering and offered in our right. Openwork accepts no responsibility for this aspect of our business. Will Writing & Power of Attorney are not regulated by the Financial Conduct Authority.
Prior to any investment we assess your attitude to financial risk before recommending any solution.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Unit linked/Guaranteed/Enhanced and paired life/Drawdown options.
There is no minimum timeframe but investments should be considered as a medium to long term plan.
For regular contributions it is £100 per month and for a lump sum payment it is £1000.
No, we are multi-tied appointed representatives of Openwork. Openwork is a well-established financial services distribution company supporting hundreds of firms, like ours, across the UK.
We are open Monday to Friday 9am til 5pm. Evening appointments by arrangement.