Making the most of your money.
Planning with your goals at the forefront
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.
What we do
​
Our service revolves around comprehensive financial planning and sound investment principles.
By understanding your goals and objectives, we can create a financial strategy tailored to your specific needs. Our financial planning process is broken down into a series of stages focused on aligning your life aspirations with the investment of your money.
After conducting a detailed review of your current financial position and arrangements, we will provide specific recommendations and explain the benefits and risks associated with the approach we have suggested.
If you approve of our recommendations, we will assist you in completing the necessary paperwork and implementing your financial plan. As your life aspirations evolve, so should your financial plan, and we will be available to regularly review it with you.
Supporting our clients
We understand that at times our clients may find themselves dealing with situations that could make them vulnerable, such as changes in health, caring for a family member, or managing the loss of a loved one. Vulnerability can take many forms and what affects one person may not affect another. When we are vulnerable, our need for financial advice may change. However, it can be difficult to admit vulnerability or seek help.
If you would like to discuss this with your adviser, please request a copy of our support guide. This guide is designed to explain vulnerability and how we can support you. If you feel that any of the situations described in the brochure apply to you, please don't hesitate to talk to us.
​
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.
Who regulates us
​
We are an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, Washington House, Lydiard Fields, Swindon, SN5 8UB, which is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN.
Openwork Limited's financial services register number is 408285
​
Openwork Limited's permitted business is advising on and arranging mortgages, general and pure protection insurance and life insurance, pensions and investments.
​
You can check this on the Financial Services Register by visiting the FCA's website www.fca.org.uk/firms/systems-reporting/register or by calling the FCA on 0800 111 6768.