The Openwork Partnership

What The Openwork Partnership does

The Openwork Partnership is one of the UK's largest and longest-established financial advice networks, operating under FCA-regulated Openwork Limited (FCA registration 408285) from its Swindon headquarters. As of May 2026 the network comprises 4,992 financial advisers distributed across 813 partner firms, supported by approximately 600 central colleagues. The company functions as a partnership platform: individual advisers and appointed representative (AR) firms join the network and operate under Openwork's FCA authorisation while retaining their own local brand identities. Core product lines span mortgage advice (first-time buyers, remortgaging, buy-to-let, equity release), savings and investments, pensions and retirement planning, estate and inheritance-tax planning, and protection/insurance products. Underlying technology includes a centralised portal (portal.theopenworkpartnership.com), a consumer-facing website with adviser search functionality, joint-controller IT infrastructure that AR firms access, and AI systems deployed for service delivery, efficiency, and customer experience with human oversight.

The operating model is built around four core sub-brands: Omnis Investments, the proprietary fund management business offering equity, fixed income, multi-asset, multi-manager, and income funds exclusively to Openwork advisers and clients; 2plan Wealth Management, a national advisory firm with over 280 advisers serving 80,000+ clients; Owl Financial, a protection-focused network of over 1,000 advisers; and The Openwork Foundation, a charitable arm active for over four decades. Revenue is generated through three principal streams: financial-product commissions on mortgages, protection, investments and pensions placed through the adviser network; managed-services fees from Omnis Investments' proprietary fund range; and recurring network membership-style fees paid by partner firms for compliance, technology, training (via the Openwork Business School), and brand association. In October 2024 Bain Capital announced a strategic investment (expected to close H1 2025) intended to fund growth, technology investment, and strategic initiatives, marking a material institutional capital event.

Name

The Openwork Partnership

Legal name

Openwork Limited

Website

https://theopenworkpartnership.com

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

501–1,000 employees

Short description

The Openwork Partnership is a UK-regulated financial advice network with 4,992 advisers across 813 partner firms, providing mortgages, investments, pensions, protection, and estate planning through sub-brands including Omnis Investments, 2plan Wealth Management, and Owl Financial.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Financial advisory services
• Mortgage advice
• Retirement planning
• Investment management
• Wealth protection

Headquarters

HQ city

Swindon

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Product Commissions: The partnership earns commissions from financial products placed through their adviser network, including mortgages, protection/insurance products, investment funds, and pension products. Individual advisers and firms operate under the network umbrella.
2. Omnis Investments: The group's core investment business, Omnis Investments, offers a full range of equity, fixed interest, multi asset, multi-manager and income funds available exclusively to The Openwork Partnership advisers and clients.
3. Network Membership Fees: Firms join The Openwork Partnership network and pay for the infrastructure, compliance support, technology, and brand association that comes with being part of the network.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels5 records

Core offering

The Openwork Partnership operates a national financial advice network connecting UK consumers with 4,992 financial advisers across 813 firms. Services span mortgage advice, savings and investment guidance, pensions and retirement planning, estate planning, and insurance/protection products. The partnership also operates Omnis Investments, an in-house investment business offering funds exclusively to the network's advisers and clients.

Product overview

The Openwork Partnership operates as a platform-plus-partners model, offering financial advisory services through a network of over 4,200 advisers across nearly 700 firms. The company's product portfolio comprises its core financial advice services supplemented by specialized sub-brands: Omnis Investments (investment funds and portfolio management), 2plan Wealth Management (full-service advisory), Owl Financial (protection specialist), and The Openwork Foundation (charitable initiatives). These brands collectively serve individuals and families across the UK with comprehensive financial planning covering mortgages, investments, pensions, estate planning, and insurance protection.

Differentiator

Problem solved

Functional benefit

Brands

• Omnis Investments: Investment business offering a full range of equity, fixed interest, multi asset, multi-manager and income funds available exclusively to The Openwork Partnership advisers and clients.
• 2plan Wealth Management
• Owl Financial
• The Openwork Foundation
• Shareholder Council

Products and services

• Financial Advice Services
• 2plan Wealth Management
• Owl Financial
• Omnis Investments
• Partnership Services

Quantifiable outcome

• Ranked 40th in top 100 Best Large Companies to work for in the UK
• +5 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators9 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• AJ Bell: UK investment platform serving advised and direct clients, with a growing adviser-platform business. Comparable in platform economics and as a threat to in-house platform/fund models.
• Interactive Investor: UK direct-to-consumer investment platform competing for self-directed retail savings and investment flows. Represents the broader D2C trend that threatens traditional network-based advice models.

Direct peers

• True Potential: Technology-led UK financial adviser network with a central investment platform (True Potential Investor). Comparable as a network of advisers distributing in-house funds, with a stronger technology differentiator.
• Quilter: UK wealth manager operating a multi-brand advised platform (Quilter Financial Advisers, Lighthouse, etc.) with an in-house investment range. Directly comparable in scale, advised model, and FCA-regulated platform economics.
• St. James's Place: The largest UK advice network with ~4,500+ advisers distributing its in-house funds and products. Closest direct peer: comparable partnership-style model, captive investment range, and a similar adviser-led distribution architecture.
• Sesame (Pembroke / Sesame Bankhall Group): UK financial adviser network supporting AR firms across mortgages, protection, and wealth. Closely comparable network-style proposition targeting smaller advisory firms.

Broad incumbents

• Hargreaves Lansdown: Largest UK direct-to-consumer investment platform. A partial competitor for self-directed savings and investments that might otherwise go through Openwork advisers, and a benchmark for platform AUM scale.
• Zurich UK: UK life and pensions provider with a significant advised distribution footprint and protection/pension products. Comparable in protection and pension distribution channels used by Openwork advisers.
• Abrdn (formerly Standard Life Aberdeen): Global asset manager with a sizeable UK advised wealth platform (Abrdn Adviser, formerly 1825) and adviser-platform business. Comparable in advised distribution and platform services, though with a much larger asset management franchise.
• Aviva (UK Wealth & Advice): Large UK life and pensions provider with a directly authorised advice arm and adviser-platform relationships. Overlaps with Openwork across pensions, protection, and platform distribution but operates as a much broader incumbent.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/theopenworkpartnership
• LinkedInlinkedin.com/company/theopenworkpartnership
• Instagraminstagram.com/theopenworkpartnership
• Xx.com/OpwPartnership

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries4 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Openwork Partnership