Openwork

Milecross snaps up Milton Keynes Financial Planner

Acquisitive Northern Ireland financial adviser Milecross Financial has bought Milton Keynes-based Financial Planning firm The Martin Cliffe Practice for an undisclosed amount and plans further deals in 2025.
Chartered Planner adds £90m AUM with Surrey acquisition

Chartered Financial Planner firm The Penny Group has acquired fellow Openwork Partnership firm Surrey-based Whiting Financial.
Simon Clifford appointed as new CFO for Openwork
Sesame and Henderson launch Optimum Investment Management
Firms agree transfer of nearly 1,000 advisers
Openwork sets up 'academy' to combat shrinking adviser sector
Zurich to drop shareholding of 600 firm network Openwork
Openwork tops 3,000 advisers across the group
3,000 adviser network launches DFM with ex-Towry boss
Openwork adviser numbers rise to 3,200
Openwork adviser numbers up 17% to 3,500+
FOS sees 13% jump in new cases in first half
Openwork mortgage brokers can retrain as Financial Planners
Foster Denovo group co-founder Carby quits company
Openwork boosts board with two new non-exec directors
Openwork unveils fast route to retrain as financial advisers
Openwork reports record profits and boosts adviser numbers
FOS data shows fall in number of upheld complaints
Adviser network makes new senior hire
Openwork appoints ex-AXA exec as chief people officer

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