Openwork Limited

Date authorised
1 April 2013
Companies House
04399725
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Barrie William Roberts

    IRN BXR00039

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF1 Director (AR) (6 Jan 2010 to 15 Feb 2024)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Barry Bennett

    IRN BXB00043

    • CF21 Investment Adviser (1 Jun 2005 to 11 Jul 2007)
  • Barry Charles Carden

    IRN BCC01028

    • CF1 Director (AR) (15 Jan 2021 to 1 Jan 2022)
  • Barry Cunningham

    IRN BXC00058

    • CF21 Investment Adviser (1 Jun 2005 to 1 Mar 2006)
    • CF1 Director (AR) (1 Jun 2005 to 7 Sep 2008)
  • Barry Davis

    IRN BAD01019

    • Appointed representative dealing with clients for which they require qualification (31 Jul 2020 to 14 Jul 2023)
  • Barry Griffiths

    IRN BXG00025

    • CF21 Investment Adviser (1 Jun 2005 to 30 Jun 2006)
  • Barry James Halstead

    IRN BJH01111

    • CF22 Investment Adviser (Trainee) (9 Aug 2007 to 1 Oct 2007)
  • Barry John Fitzjohn

    IRN BJF01055

    • CF1 Director (AR) (4 Jan 2008 to 30 Sep 2008)
  • Barry John Green

    IRN BJG00015

    • CF30 Customer (31 Jul 2013 to 11 Jan 2018)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Barry John Pledger

    IRN BJP00013

    • CF30 Customer (12 Feb 2015 to 31 Mar 2018)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.