We are a Financial Services Practise made up of a number of Financial Advisers some of whom have chosen to specialise and practice in various areas. We are based in the Historic Market Town of Bawtry, near Doncaster and can boast that we have clients all over the UK.
We believe that we offer an unrivalled personal service both to our existing client base as well as all new clients which has resulted in the business growing in new client’s year on year.
With Openwork we are able to offer clients advise in each of the following areas ; Retirement Planning, Investing for medium to long term, Business & Family Protection including Inheritance Tax on a “Best of Breed” approach and Whole of Market for Mortgages.
Although the site has numerous links and tools which we hope you will find of benefit, there is no substitute for getting advice tailored to you as individuals.
Financial Planning is a very complex area and there are no “Off the Shelf” solutions.
The process starts by having an initial no obligation first meeting at our expense to try and establish the areas that require attention and agree a strategy and budget with which to move forward.