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.

• Alison May Cathcart

  IRN AXC00141

  • Appointed representative dealing with clients for which they require qualification (20 Apr 2022 to 3 Nov 2022)
• Alison Mayfield

  IRN AXM00887

  • [FCA CF] Significant management (9 Dec 2021 to 1 Jun 2023)
• Alison Patricia Wilson

  IRN APW01166

  • CF4 Partner (AR) (19 Mar 2013 to 3 Jan 2024)
• Alison Rhiannon Vallis

  IRN ARV00003

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Oct 2023)
  • CF1 Director (AR) (23 Apr 2012 to 13 Oct 2023)
  • CF4 Partner (AR) (5 Jan 2012 to 10 Apr 2012)
  • CF30 Customer (1 Nov 2007 to 13 Oct 2023)
  • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
• Alison Sanderson

  IRN AXS00428

  • Appointed representative dealing with clients for which they require qualification (18 Mar 2021 to 15 Nov 2021)
  • CF30 Customer (25 Feb 2021 to 15 Nov 2021)
• Alison Sarah Doran

  IRN AXD00399

  • Appointed representative dealing with clients for which they require qualification (9 Apr 2021 to 3 Feb 2022)
• Alistair Brown

  IRN AXB00173

  • CF21 Investment Adviser (1 Jun 2005 to 28 Dec 2006)
• Alistair Edgar Niven

  IRN AXN00035

  • CF21 Investment Adviser (1 Jun 2005 to 14 Nov 2006)
• Alistair James Coutts

  IRN AJC00066

  • CF30 Customer (21 Sep 2009 to 29 Nov 2012)
• Alistair John McGregor Gibb

  IRN AJG00022

  • CF21 Investment Adviser (1 Jun 2005 to 8 Jul 2005)

• Future Financial Consultancy Limited

  FRN 215413 · Appointed 31 May 2005

• Christopher Philip Cannell

  FRN 215344 · Appointed 31 May 2005

• Arrowe Financial Limited

  FRN 214722 · Appointed 31 May 2005

• Arnold Joseph Aaron

  FRN 214719 · Appointed 31 May 2005

• Michael Gregoriou

  FRN 215601 · Appointed 31 May 2005

• Frederick Chalmers

  FRN 215202 · Appointed 31 May 2005

• McGlone & McCabe Estate Agents & Financial Services

  FRN 179474 · Appointed 31 May 2005

• Francis Financial

  FRN 216031 · Appointed 31 May 2005

• Chartered Financial Group Limited

  FRN 216669 · Appointed 31 May 2005

• McGirls Money Management Ltd

  FRN 211420 · Appointed 31 May 2005

No changes recorded yet.