The Openwork Partnership

Email address and contacts

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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Regional Business Consultant
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A
Alex Street
Assessor
M
Matt Piper
Head Of Quality Assurance
J
Jonathan Wintle
Quality and Risk Manager
L
Laura Reid
Head Of Marketing
V
Vikesh Shah
Dynamics 365 Consultant
R
Rachel Day
Project Manager
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Recently updated team members of The Openwork Partnership

S
Stephen Philpot
Founding Partner
D
Duncan Crocker
Senior Independent Non Executive Director
L
Lucy Helen R.
Business Analyst
A
Anne Grim
Non Executive Director and Chair of Risk and Compliance Committee
M
Megan Haughey
Head of Data
K
Kirsty Telling
Digital & Content Marketing Manager
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