Ready to Be the Boss? Launch Your Financial Advice Firm, Not Just Your Career.
Do you have the ambition to build your own financial planning brand, but dread the complex regulatory setup?
Are you looking for a proven, supported path to become a successful firm owner?
As an Appointed Representative you can launch your Firm with The Openwork Partnership’s "Business in a Box" Solution.
The leap from adviser to Principal is huge. Don't waste time and capital on infrastructure and compliance headaches. The Openwork Partnership provides the blueprint, the toolkit, and the support to launch your own fully compliant and scalable advice firm—specialising in wealth and mortgages.
Here’s How We Accelerate Your Journey To Firm Ownership:
Dedicated Growth Partner: Every firm, regardless of size, benefits from a dedicated development manager to help shape your future and enable you to reach your goals.
Accredited Route To Principal: Enrol in our CII accredited programme, specifically designed to equip you with the essential skills for running a successful financial services business.
Seamless Onboarding & Dedicated Support: Start strong with a dedicated onboarding consultant who will showcase our technology, advice processes and culture. You’ll also receive a comprehensive support package for your unique business, working closely with you in your crucial first six months for the best possible start.
Complete Compliance & Regulatory Cover: We provide the "business in a box" solution, offering robust compliance oversight and regulatory structure from day one, so you can focus 100% on serving clients and growing your firm.
Ever-Evolving Technology: Utilise our intuitive technology platform—a powerful foundation built to deliver maximum efficiency and superior client service.
Professional Marketing Toolkit: Elevate your brand with professional marketing campaigns and a suite of resources. Gain insights on client engagement and customise your collateral using our dedicated content platform, Marketing Gateway.
Full Business Consultancy: Get personalised guidance from our business consultants on everything from strategy and marketing to recruitment, helping you scale efficiently.
Business Expansion Support: Get the support you need to expand your offering by upskilling, gaining further qualifications including those for financial advice or recruiting new advisers, underpinned by out structured learning pathways and consultancy.
Holistic Administrative & Paraplanning Support: Deliver seamless, sustainable advice with the backing of our team. We can assist with excess client advice needs and provide administrative and paraplanning support services to free up your time and set you up for success.
Unrivalled Market Access: Leverage our comprehensive network of products, providers and lenders to ensure you can meet all your clients' needs.
Exclusive Products & Service: Leverage our deep ties with providers for exclusive products and faster service, giving your firm a competitive edge.
Succession & Exit Options: Secure your firm’s legacy with our established practise buyout programme that can make your succession dreams a reality.
Stop dreaming about owning your firm and start building it.
Join a network where “Partnership” is truly at the heart of our model. As a firm owner, you become a partner, sharing in our success and having a direct say in our future through peer groups and advisory boards. We’re building for long term success with the backing of Bain capital, one of the world’s leading private investment firms, which holds a significant stake in our business. This powerful combination of partner influence and substantial investment ensures we are well positioned to accelerate your firm’s growth and achieve our goal of becoming the UK’s leading provider of high-quality expert advice.
Accelerate Your Advice Journey. Connect with us to explore the fastest route to becoming a successful business owner.
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