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.

• . Robert Fletcher Advisers Ltd

  IRN XXR01119

  • CF4 Partner (AR) (since 4 Jul 2016)
• . S&S Tait Financial Services Ltd

  IRN XXS01229

  • CF4 Partner (AR) (since 13 Dec 2013)
• . Spa Financial Services SE Ltd

  IRN XXS01225

  • CF4 Partner (AR) (18 Jul 2013 to 27 Jun 2017)
• . Teign Valley Finance Limited

  IRN XXT01068

  • CF4 Partner (AR) (27 Apr 2010 to 26 Aug 2010)
• . The Mortgage Store (Surrey) Ltd

  IRN XXT01097

  • CF4 Partner (AR) (since 5 Apr 2011)
• . Transact Ltd

  IRN XXT01143

  • CF4 Partner (AR) (17 May 2013 to 31 Mar 2016)
• . Trivelo Ltd

  IRN XXT01142

  • CF4 Partner (AR) (17 May 2013 to 31 Dec 2016)
• . Unipride Ventures Ltd

  IRN XXU01011

  • CF4 Partner (AR) (17 May 2013 to 22 Jun 2016)
• . Vencraft Ltd

  IRN XXV01051

  • CF4 Partner (AR) (17 May 2013 to 15 Aug 2014)
• . Welbeck Wealth Management Limited

  IRN XXW01041

  • CF4 Partner (AR) (25 Feb 2009 to 21 Nov 2010)

• Mander Duffill Financial Services Ltd (no longer appointed)

  FRN 849062 · Appointed 11 Nov 2019 · Until 21 Jan 2020

• Middleton Accountancy Services Limited (no longer appointed)

  FRN 916387 · Appointed 6 Nov 2019 · Until 5 Oct 2022

• Rodway Financial Services Ltd (no longer appointed)

  FRN 916177 · Appointed 4 Nov 2019 · Until 12 Oct 2023

• Abode Financing Ltd (no longer appointed)

  FRN 916216 · Appointed 4 Nov 2019 · Until 11 Feb 2022

• Alan Christopher Clarke (no longer appointed)

  FRN 916139 · Appointed 1 Nov 2019 · Until 9 Sep 2022

• Godfrey Charles Limited (no longer appointed)

  FRN 412928 · Appointed 31 Oct 2019 · Until 8 Apr 2022

• Christopher Gerald Bell (no longer appointed)

  FRN 914999 · Appointed 11 Oct 2019 · Until 17 Jan 2026

• Capitax Financial Services Ltd (no longer appointed)

  FRN 914900 · Appointed 11 Oct 2019 · Until 11 Oct 2023

• Karol Michal Wolosiak (no longer appointed)

  FRN 914656 · Appointed 8 Oct 2019 · Until 16 Nov 2020

• Adrian Cochrane Partnership LLP (no longer appointed)

  FRN 914483 · Appointed 3 Oct 2019 · Until 2 Dec 2023

No changes recorded yet.