Planners step up client reviews due to pandemic
- Tuesday, 14 December 2021
- Articles
Nearly half (46%) of advised clients have undergone a comprehensive review of their financial situation since the start of the Coronavirus pandemic, according to a new report.
Read more...2 Planner firms first to sign as Openwork 'major partners'
- Wednesday, 24 November 2021
- Articles
Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms.
Read more...Openwork to boost specialist protection offering
- Tuesday, 16 November 2021
- Articles
Adviser network The Openwork Partnership has teamed up with Cura Financial Services to boost its protection offering.
Read more...Openwork launches share trading for partners
- Wednesday, 10 November 2021
- Articles
Adviser network The Openwork Partnership has launched a share programme for its partners.
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