The Openwork Partnership company description
For us, financial advice is personal. Whether you’re a client, a colleague or a financial adviser, we believe we’re all in it together – supporting each other for better outcomes, brighter financial futures, and more of the moments that matter. Driven by mutual support and respect, our family approach means it’s not just about money for us – it's about making a difference.
Key Employees
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Senior External Reporting Accountant
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Tim Swinyard Bem
Paraplanner
t******@theopenworkpartnership.com
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Sherish Gurung Cert Cii Mp
Financial Reporting and Control Graduate Assistant
s******@theopenworkpartnership.com
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Ankur P
Financial Services Consultant
a******@theopenworkpartnership.com
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Kevin Roberts Mlibf Dipfa
Wealth Adviser
k******@theopenworkpartnership.com
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Adam Gaughan
IT Service Desk Team Lead
a******@theopenworkpartnership.com
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Mark Harrison
Partnership Development Manager
m******@theopenworkpartnership.com
Recently updated team members of The Openwork Partnership
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Stephen Philpot
Founding Partner
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Duncan Crocker
Senior Independent Non Executive Director
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Lucy Helen R.
Business Analyst
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Alan Mercer
Chief Information Security Officer (CISO)
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Anne Grim
Non Executive Director and Chair of Risk and Compliance Committee
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Megan Haughey
Head of Data Office/CDO
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