Evolve your Mortgage firm and diversify into full financial advice.
You’re brilliant at Mortgage Advice. But what happens after completion?
Could you be servicing your clients more holistically?
Are you looking to evolve your mortgage practice?
The demand for financial planning doesn't stop after the keys are handed over—your clients need protection, wealth advice and retirement planning. By focusing only on the mortgages, you’re missing the chance to become their lifetime Financial Planner and build a more resilient, higher-value business.
5 ways adding wealth advice can transform your mortgage business
Why evolve with The Openwork Partnership?
We don’t just give you a badge; we give you a blueprint. Here is how we help you bridge the gap between mortgages and wealth:
Supported Transition: Access expert-led training, coaching, and a clear pathway to achieve the necessary qualifications, skills and knowledge to advise on wealth.
End-to-End Compliance: Benefit from our robust regulatory and compliance oversight, freeing you to focus on client relationships and professional growth.
Market-leading wealth proposition: Gain access to our investment solutions including the Omnis investments range and our curated panel of providers, ensuring you have the right tools for every client need.
Dedicated Growth Partner: Every firm, regardless of size, benefits from a dedicated development manager to help shape your future and enable you to reach your goals.
Ready-Made Clients: Deepen relationships with your existing mortgage clients by offering them comprehensive financial advice, instantly expanding your revenue potential.
Succession & Exit Options: Secure your firm’s legacy with our established practise buyout programme that can make your succession dreams a reality.
Build a business with “Sticky” income.
Holistic firms demand a higher market price and generate consistent, recurring income. Don’t just settle for the transaction- own the whole journey.
Ready to accelerate your advice journey? Lets talk about moving your business to The Openwork Partnership.
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