Openwork

Openwork Advisers are trained to a high standard and the quality of the advice they provide is constantly assessed.




Openwork is a leading financial advice network with roots dating back to 1971.




Openwork is one of the UK’s largest networks of financial adviser businesses, providing services, expertise and support to around 3,700 advisers operating around the UK.

Openwork advisers are trained to a high standard and the quality of the advice they provide is constantly assessed. By combining their expert knowledge with Openwork's support services, they are well-placed to help you set, monitor and achieve your financial goals.


Understanding you and your needs.


Your Openwork adviser will want to know more about you, your circumstances and your overall financial position. They will also ask you about your future goals and your objectives. If you're looking to invest, your Openwork adviser will help you establish the degree of risk you're prepared to take with your money.


Explaining their charging structure.


Your Openwork adviser will explain their charges (where applicable) and how they will be paid. They will also disclose the range of products they can advise you on. You may be asked to sign an agreement before your adviser completes any further work on your behalf.


Researching and designing a solution.


Based on the information they gather, your Openwork adviser will research the options available to you and recommend one that they think is appropriate to your needs and circumstances. Before they proceed, they will discuss their recommendations with you to make sure you understand and are happy with what they're advising and why.



Staying in touch.


Your circumstances and goals may change over time, so your Openwork adviser will be on hand to help you meet new or existing goals. This may be on an ad hoc basis, or as part of a formal ongoing service agreement.

It's all designed to help you achieve your goals - be it buying a home, protecting yourself or your loved ones, invest for the future or enjoy a comfortable retirement.


To connect with a selected Openwork Financial Adviser to talk about their products and services, please visit the Trusted Xperts UK Map Page.

 


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why choose Trusted Xperts?

Through one powerful and secure web portal, Trusted Xperts makes it easy for you to connect with selected Trusted Xperts Partner Financial Advisers, Accountants and Law Firms in your local area.

Trusted Xperts Partners across the UK meet our high standards and have passed our diligence checks, and in our professional opinion, represent some of the very best British firms, that can offer you high levels of customer service excellence and professional advice, matched by great products and services, at prices that are fair and transparent. That's our promise.

contact us

Please complete the secure general enquiry form below to get in touch. If you prefer please use our SECURE Contact page where you can opt in to our marketing newsletter. The internet is not a secure medium and the privacy of your data cannot be guaranteed. We do however take every care to ensure your data is protected by 256 bit TSL encryption. Our website and platform are GDPR compliant. Please view our Privacy Policy to learn how we handle your Personal Data.

If your enquiry is a general enquiry - you will be contacted by a member of the Trusted Xperts team. If you submit a Trusted Xperts Partner profile contact form - you will be contacted by them.




 

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0333 444 5 800

 Address Location

4 Factory Road, Newport, NP20 5FA, Wales.
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