Martin Davis
Openwork announces strategic partnership with Citri
- Citri to become an Appointed Representative of Openwork
Openwork is pleased to announce that Citri, the mortgage and protection specialist advisory firm, is to become an Appointed Representative of the network.
North East-based Citri, which is currently Directly Authorised, is expected to become an AR of Openwork on 31 March, following the …
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Openwork acquires 2plan Wealth Management
Openwork has moved to implement a central part of its strategy to prepare for the RDR with the acquisition¹ of leading independent advice firm 2plan Wealth Management.
Leeds-based 2plan, voted Best Technology Adviser at the 2010 Money Marketing Awards², has more than 200 advisers and provides an extensive range of wealth …
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Openwork launches major support programme to help advisers prepare for RDR
Openwork is launching a major support programme to help its pensions and investment advisers develop the business models, service propositions and charging structures they require to operate successfully after the introduction of the RDR.
Beginning this September, Openwork’s RDR support programme will see a specialist business transition team, through workshops and …
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