Business Details
Trusted Financial Advisers in Swindon
The Openwork Partnership is a leading financial advice network with over 50 years of collective experience across its diverse member firms. Established to provide personalized financial solutions, we combine local expertise with national resources to support clients throughout their financial journeys. Our advisers specialise in mortgage planning, equity release, pensions, and wealth management, prioritising tailored advice that aligns with individual client goals. With a network of 4,535 advisers and 822 firms nationwide, we offer the reassurance of professional expertise while maintaining a client-centric approach.Our team includes specialists with decades of experience in financial services, ensuring clients receive technically robust advice supported by continuous professional development. We are committed to transparency, ethical practices, and long-term client relationships, demonstrated through our regulatory compliance and focus on financial resilience. Our governance framework and industry accreditations reinforce our position as a trusted partner in financial planning.
Services
Mortgage Advice
Equity Release
Pension Planning
Wealth Management
Protection Advice
Highlights and features
- We offer nationwide coverage with locally-based, qualified financial advisers
- Our network includes specialists with 10-30 years' experience in financial services
- We provide comprehensive support for mortgages, pensions, and wealth management
- Our advisers hold industry-recognised qualifications including CeMAP and DipPFS
- We combine independent firm flexibility with centralised compliance support
Associations and certifications
- Financial Conduct Authority
Services
Mortgage Advice
Our qualified mortgage advisers help clients navigate all aspects of property financing, from first-time purchases to complex buy-to-let portfolios. We offer expert guidance on fixed and variable rate mortgages, remortgaging strategies, and equity release options. With access to the entire mortgage market, we ensure clients receive competitive deals tailored to their specific circumstances while explaining all associated risks and commitments.
Equity Release
Specialist equity release advisers provide comprehensive guidance on releasing capital from property while considering inheritance implications. We explain lifetime mortgages and home reversion plans, ensuring clients understand interest accumulation effects and alternative options. Our advice considers clients' wider financial plans and family circumstances, with clear explanations of how different release mechanisms impact long-term financial security.
Pension Planning
We help clients prepare for retirement through comprehensive pension planning services, including workplace pension reviews, personal pension arrangements, and tax-efficient withdrawal strategies. Our advisers explain state pension entitlements, lifetime allowance implications, and intergenerational wealth transfer considerations. We provide ongoing support to adjust retirement plans as circumstances change.
Wealth Management
Our wealth management services focus on growing and protecting clients' assets through diversified investment strategies. We assess risk tolerance and financial goals to create tailored investment portfolios, explaining different fund types and market risks. Services include tax-efficient investing through ISAs and pensions, as well as intergenerational wealth planning for family legacies.
Protection Advice
We provide comprehensive protection advice covering life insurance, critical illness cover, income protection, and long-term care insurance. Our advisers assess clients' specific needs based on family circumstances and financial commitments, explaining policy features and exclusions. We help clients balance protection requirements with their overall financial planning objectives.
People
Tamsyn Whiting
Mortgage and Protection Adviser
With over 10 years' experience in financial services, Tamsyn specialises in mortgage and protection solutions. She focuses on tailoring property financing options while maintaining work-life balance through family time and fitness activities.
Harry White
Mortgage and Protection Adviser
Qualified with five years' experience, Harry specialises in mortgage solutions and protection planning. He combines technical expertise with a passion for travel and physical fitness to deliver transparent financial advice.
Rob Holder
Mortgage and Protection Adviser
With 20+ years in financial services, Rob provides expert mortgage and protection advice. His experience includes working with high street lenders, while pursuing classic car restoration and family adventures in his campervan.
Katrina Williams
Mortgage and Protection Adviser
A qualified adviser with expertise in mortgage solutions and protection planning, Katrina builds trust-based relationships while enjoying outdoor activities and competitive dog sports with her two dock diving dogs.
Allison Alexander
Mortgage and Protection Adviser
Specialising in equity release with 30 years' experience, Allison provides complex mortgage solutions. She combines professional expertise with personal interests in travel, gardening, and furniture restoration.
Questions
How do I find a local financial adviser through The Openwork Partnership?
Use our online 'Find an Adviser' tool to locate qualified professionals in your area specialising in your required financial services.
What mortgage options do you help with?
We support all mortgage types including first-time buyer deals, remortgaging, buy-to-let, and equity release solutions.
Can you help with retirement planning?
Yes, our advisers specialise in pension planning, retirement income strategies, and intergenerational wealth transfer.
Are your financial advisers qualified?
All our advisers hold industry-recognised qualifications such as CeMAP, Cert ER, and DipPFS with ongoing professional development.
What protection services do you offer?
We provide comprehensive protection advice including life insurance, critical illness cover, and income protection policies.
Reviews (7)
Scott Taylor-Barr
Jun 23, 2021
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As an adviser The Openwork Partnership has been a great source of help and support for my growing mortgage and insurance advice practice. With excellent exclusive mortgage deals for my customers, to first-class training and market intelligence for me. If you are an adviser, or a firm principal looking for the best Network to call home, then you wont go far wrong with The Openwork Partnership.
Marcin Konka
May 20, 2021
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Very easy to buy a policy of course. When you need anything else like changing the details etc, their advicers won't even answer your e-mails.
J. Vincent
May 13, 2021
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Very Poor. I used a financial advisor from this company. He was quite unprofessional and wasted a lot of my time. He seemed always to have been 'over-stretched' and so his phone-calls to me were always at the end of his day and always rushed. I fired him and I have now found a very competent advisor.
Michael Hawkins
May 07, 2021
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Openwork is a great financial adviser network to be part of. If you are thinking of joining, then I would highly recommend getting in touch. They are very welcoming and helpful. In terms of the quality of mortgage & financial advice you will receive as a client, take a look at my reviews, which I believe are generally representative of the organization as a whole.
Darius Stonkus
Apr 15, 2021
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Really thorough training received prior to be appointed as the Mortgage and Protection Adviser with the Openwork Partnership. Thank you to all the staff who made it possible.
Vishal Vyas
Jan 22, 2021
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Great network who have provided me with training, constant market and regulatory updates and provide advisers with plenty of resources and options to assist our diverse range of clients with the best possible advice.
James Bt
Jan 09, 2021
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Financial Services is a second career for me and having researched various Networks in the UK, I settled on The Openwork Partnership and haven't looked back. Their financial support and training provided for my Diploma studies was excellent and their support and encouragement in the early months of my career has been invaluable. Would highly recommend as a Network for Financial Advisers.
