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.

  • Charlie Francis Skipper Hand

    IRN CXH00458

    • Appointed representative dealing with clients for which they require qualification (23 Dec 2021 to 5 Jan 2024)
  • Charlie Trimmings

    IRN CXT00239

    • [FCA CF] Significant management (12 Mar 2021 to 27 Jul 2022)
  • Charlotte (Lottie) Kent

    IRN CEK01027

    • CF1 Director (AR) (12 Aug 2017 to 29 Aug 2018)
    • CF30 Customer (22 Oct 2013 to 29 Aug 2018)
  • Charlotte Adele Williams

    IRN CXW00072

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 28 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 12 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (since 11 Dec 2020)
    • CF30 Customer (since 1 Dec 2020)
    • CF4 Partner (AR) (29 Sep 2023 to 5 Apr 2026)
  • Charlotte Ann Louisa Tapp

    IRN CXT00446

    • Appointed representative dealing with clients for which they require qualification (29 Sep 2023 to 21 Mar 2024)
  • Charlotte Ann Moore

    IRN CXM00978

    • Appointed representative dealing with clients for which they require qualification (1 Nov 2023 to 9 Jul 2025)
  • Charlotte Elizabeth Anderson

    IRN CXN00025

    • CF30 Customer (1 Nov 2007 to 28 Aug 2010)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Charlotte Elizabeth Eyre

    IRN CXE00067

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Sep 2022)
  • Charlotte Elizabeth Fay

    IRN CXF00307

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 20 Jun 2023)
  • Charlotte Jayne-Anne Jean Griffiths

    IRN CXG00521

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 31 May 2024)
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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.