Financial Planning
Wealth Management
Wealth management is where we help you to get the most from your money. We will create a strategy around your investment portfolio for short-term and long-term growth, monitor it and react quickly to market changes to ensure the best path for your investments. Together we will identify what success means to you and keep your goals at the forefront. Whether you wish to preserve your wealth, grow it or make it work for you and receive a regular income we will guide your finances to that ideal outcome.
Together, our team will review your financial circumstances, investigate the level of risk you wish to take and, of course, manage the tax implications of all investment opportunities. We will not overcomplicate the process with jargon, but keep you completely informed at every step of the process. Once we have discovered the perfect financial journey for your money, we will put the plan into action and start making your money work for you.
Estate Planning
Estate Planning can easily get confused with what you write in your will, and how much you will leave to each of your loved ones. However, estate planning is much more than this. Estate planning is not only about maximising how much you will pass on to loved ones, but also about focusing on enjoying your life now. Our team of experts will help you calculate the value of your estate, but also work out how much money you will need to maintain your lifestyle, leaving you with peace of mind that your future finances are all in order.
We will help you shape where you want your money to go. You may wish to pass on finances with specific clauses, paying for university fees or going towards a mortgage. You may wish to set up charitable donations, either in lump sums or monthly instalments. However, you want to manage your money for when it is time, our team of friendly experts will help guide you to the perfect solution.
Will writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.
Pensions
Managing your money for the future is something everyone needs to focus on sooner rather than later. Even small investments in your pension early on can make a huge difference. While most of us live in the now, focusing on those destinations you have always wanted to visit, supporting your children, and paying off debt can all be achieved with a sound pension. The pensions market can be a minefield, but our expert team are here to demystify it and unearth the perfect pension to suit your circumstances.
We will review your finances; appraise the amount you will need in retirement to maintain your ideal lifestyle and plan accordingly. We will lay out options to maximise your financial potential and help you to choose the plan that suits your way of life so that you can spend those precious work-free years living your best life.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Contact us
