Our Approach

our approach

We aim to provide trusted, personally tailored, face to face advice that our clients can rely on.

Our style objective is to be professional, yet relaxed and approachable. We make particular effort to ensure that our service is provided on an ongoing, agreed basis, to take account of any changes in circumstances or market conditions.

Ongoing Services

We believe that financial planning is an ongoing process, not a one-off exercise. We like to take a holistic view with our clients, to fully understand their circumstances and needs, their requirements and preferences, and plans for the future. We work hard to maintain ongoing contact, providing regular reviews on an agreed basis, market information and updates, and relevant information.

Added Value Services

We have valuable local and wider business connections, from whom we can source complementary services, such as:

  • Fund management/market information
  • Legal and accountancy services, by referral*

*The services promoted here are not part of the Openwork offering and are offered in our own right. Openwork Limited accepts no responsibility for this aspect of our business which is not regulated by the Financial Conduct Authority.