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.

  • Adrian Kevan

    IRN AXK00042

    • CF30 Customer (1 Nov 2007 to 1 Jun 2011)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Adrian Mark Jay

    IRN AXJ00154

    • Appointed representative dealing with clients for which they require qualification (29 Apr 2024 to 12 Aug 2024)
  • Adrian Owen Holloway

    IRN AOH00002

    • CF21 Investment Adviser (1 Jun 2005 to 30 Mar 2006)
  • Adrian Paul Murgatroyd

    IRN AXM00121

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Sep 2022)
    • CF30 Customer (1 Nov 2007 to 30 Dec 2012)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Adrian Paul Nevett

    IRN APN00016

    • CF30 Customer (1 Nov 2007 to 21 Apr 2008)
    • CF21 Investment Adviser (7 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Mar 2006 to 7 Jun 2006)
  • Adrian Philip Francis Dias

    IRN AXD00871

    • 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 1 Feb 2024)
  • Adrian Roger Lucarotti

    IRN ARL00005

    • CF1 Director (AR) (1 Jun 2005 to 4 May 2018)
  • Adrian Russell Holland

    IRN AXH00136

    • CF7 Sole Trader (AR) (1 Jun 2005 to 31 Jan 2007)
  • Adrian Stuart Cochrane

    IRN AXC21420

    • CF30 Customer (4 Mar 2022 to 2 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Dec 2023)
    • CF4 Partner (AR) (14 Oct 2019 to 2 Dec 2023)
  • Adrian Williams

    IRN AXW00198

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 13 Dec 2018)
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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.