Our people
As a small but experienced company, we are well positioned to fulfil the promises we make and fully appreciate the sensitivity and value of our client relationships.
We believe in providing a highly personalised service. Client satisfaction is central to our culture and service offering. Unlike many other businesses, our product is intangible, which is why we place so much emphasis on service and trust. Our passion for excellence is such that our staff are motivated, managed and remunerated based upon the quality of service they provide to each of our clients.
We are proud to be members of The Openwork Partnership, one of the UK’s largest financial services companies. As well as providing valuable peace of mind for our clients, this relationship enables our people to focus on delivering the service we have agreed with our clients.
About The Openwork Partnership
Openwork is one of UK’s largest and longest-established financial advice companies, who believe in the value of personal advice. Through many changes and challenges, we have been a constant presence for over 50 years. Every firm is individual and distinct, yet together we share values and standards with each other, for the benefit of our clients. As a Partnership we work together to:
As a small but experienced company, we are well positioned to fulfil the promises we make and fully appreciate the sensitivity and value of our client relationships.
We believe in providing a highly personalised service. Client satisfaction is central to our culture and service offering. Unlike many other businesses, our product is intangible, which is why we place so much emphasis on service and trust. Our passion for excellence is such that our staff are motivated, managed and remunerated based upon the quality of service they provide to each of our clients.
We are proud to be members of The Openwork Partnership, one of the UK’s largest financial services companies. As well as providing valuable peace of mind for our clients, this relationship enables our people to focus on delivering the service we have agreed with our clients.
About The Openwork Partnership
Openwork is one of UK’s largest and longest-established financial advice companies, who believe in the value of personal advice. Through many changes and challenges, we have been a constant presence for over 50 years. Every firm is individual and distinct, yet together we share values and standards with each other, for the benefit of our clients. As a Partnership we work together to:
- deliver the highest standards of compliance and regulation.
- fully research the financial products available and work with product providers to secure the right solutions for our clients.
- access correct training and professional development.
- sustain quality standards in the advice we give our clients.
We are proud of the personal difference we can make helping our clients and their families look forward to a better future with confidence and optimism. If it matters to our clients, it’s a matter of personal importance to us. We have been part of The Openwork Partnership since 1995. Membership has many other attractions, including the ability to refer clients to other specialists within the network and to provide ‘locum’ cover as and when needed.