Openwork Limited

• Principal Place of Business

  Auckland House

  Lydiard Fields

  Great Western Way

  Swindon

  Wiltshire

  SN5 8UB

  UNITED KINGDOM

  Phone

  +4401793567888

  Web

  https://www.theopenworkpartnership.com

• Complaints Contact

  Auckland House

  Lydiard Fields

  Great Western Way

  Swindon

  Wiltshire

  SN5 8UB

  UNITED KINGDOM

  Phone

  +4401793567635

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

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• EFR Ltd (no longer appointed)

  FRN 407423 · Appointed 14 Dec 2012 · Until 25 Feb 2019

• Bob Rains Wealth Management Limited (no longer appointed)

  FRN 592865 · Appointed 13 Dec 2012 · Until 17 Oct 2014

• Midland Financial Planning Limited (no longer appointed)

  FRN 200978 · Appointed 27 Nov 2012 · Until 25 Jul 2018

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• The Oakhill Partnership (no longer appointed)

  FRN 194465 · Appointed 13 Nov 2012 · Until 7 Feb 2017

• David King (no longer appointed)

  FRN 591150 · Appointed 13 Nov 2012 · Until 28 Mar 2014

• Connect & Protect Financial Limited (no longer appointed)

  FRN 585294 · Appointed 12 Nov 2012 · Until 14 Sep 2014

• Lesley Ann Charlson (no longer appointed)

  FRN 591062 · Appointed 9 Nov 2012 · Until 30 Apr 2025

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  FRN 590573 · Appointed 1 Nov 2012 · Until 4 Jan 2015

• Gardner Financial Planning Ltd (no longer appointed)

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No changes recorded yet.