Going through a major life event?

Life comes with its challenges, and when you’re going through a major life event, it can be hard to look to the future in terms of your finances. We’re here to support you throughout this time, and help you on your journey forward.

We work with clients who are going through all kinds of major life changes. Whether it’s a separation or divorce, the loss of a loved one or the welcoming of a new life, we provide expert financial planning advice that helps make sense of things and sets you on the path forward, whenever you’re ready.

We have both male and female financial planners within our team, each of them trained to provide advice with the sensitivity and understanding your situation deserves. We’ll work together in a way that’s right for you, so you can get back on track and moving towards the future you want.

‘Your home may be repossessed if you do not keep up repayments on your mortgage.’

Here’s how we help…

Helping with your immediate needs

We’ll work with you to address any immediate financial obligations you have, such as bills, mortgages and children. We aim to help to take away some of these early pressures, so you can feel less overwhelmed in these early days.

Understanding your pension options

Pensions can be complex, and you might be confused about what you have and what it all means. We can help explain the latest rules regarding your pension, and advise you on your options going forward, including what it means for your retirement.

Expert mortgage advice

If you’re moving out or selling your home, we can help you through the process of buying a new property. We’ll work out your borrowing capacity and explain the impact of different levels of deposit, equity and maintenance.

Collaborating with other professionals *

Depending on your situation, we can work with the likes of solicitors, mediators and accountants, providing our specialist expertise to ensure a smooth and collaborative process from beginning to end.

*The services promoted here are not part of the Openwork offering and are offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. These services are not regulated by the Financial Conduct Authority.

Budgeting for the future

Budgeting is an important part of the process. We’ll use financial forecasting tools to understand how things like changes in inflation and benefits might impact you, then use the knowledge to inform your financial plan.

Reassurance and support

Above all, we’re here to be a helping hand throughout this challenging time. Whatever your needs, we’ll work through things at your pace to ensure that, when you’re ready, you’re able to get back on your feet.

Paul Brooking

Nirvana Joy

Leanne Ridings

Simon Emerton

Jane Waugh

Julie Mangion

Meet our clients

We believe that great financial planning can change lives. But don’t just take our word for it – hear it from the people who have lived the experience themselves. Meet some of our clients who have shared their stories about how we’ve helped them.

Find out more

We’re here for the journey

Thinking of retiring?

Already retired?

A business owner?

Looking for a mortgage?

Leaving a legacy?

Growing your investments?

Starting your financial journey?

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