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.

• Chantelle Louise Selwood

  IRN CXS00171

  • Appointed representative dealing with clients for which they require qualification (17 Jan 2022 to 7 Apr 2023)
• Chantelle Riannah Moore

  IRN CXM00831

  • 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 2023)
• Charalambos Charles Charalambous

  IRN CCC00002

  • CF21 Investment Adviser (1 Jun 2005 to 8 Mar 2006)
• Charandip Singh Bhatheja

  IRN CXB00271

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jul 2022)
• Charlene Lee Huxford

  IRN CXH00248

  • Appointed representative dealing with clients for which they require qualification (12 Aug 2020 to 12 Mar 2021)
• Charlene Richards

  IRN CXR00156

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 May 2022)
• Charles Andrew Hunter

  IRN CAH01252

  • CF30 Customer (16 Nov 2017 to 19 Jul 2018)
• Charles Anthony Mogg

  IRN CAM00041

  • CF1 Director (AR) (4 Aug 2006 to 29 May 2012)
• Charles Christopher Doody

  IRN CCD01035

  • CF30 Customer (19 May 2008 to 25 Jul 2009)
• Charles Douglas Arthur West

  IRN CDW00027

  • CF1 Director (AR) (1 Jun 2005 to 30 Nov 2005)

• Roberts Wealth & Financial Planning Ltd

  FRN 974434 · Appointed 22 Apr 2022

• Lewis Financial Planning & Wealth Management Ltd

  FRN 973886 · Appointed 8 Apr 2022

• Stuart Gardner Financial Services Ltd

  FRN 973773 · Appointed 7 Apr 2022

• Grant Colson Financial Planning Ltd

  FRN 956874 · Appointed 17 Mar 2022

• STG Mortgage Solutions Ltd

  FRN 971797 · Appointed 11 Mar 2022

• Saunders Financial Management Limited

  FRN 971052 · Appointed 3 Mar 2022

• Emma Louise Baker

  FRN 970797 · Appointed 25 Feb 2022

• Simon Snape

  FRN 960481 · Appointed 15 Oct 2021

• Mohammed Aslam Rasool

  FRN 215630 · Appointed 30 Sep 2021

• Relevare Limited

  FRN 956869 · Appointed 15 Aug 2021

No changes recorded yet.