Resources

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Omnis Market Update


Please see the market update below from Omnis Investments: Omnis Market Update 15th January 2018 Omnis Market Update 8th January 2018 Omnis Market Update 2nd January 2018 Omnis Market Update 18th December 2017 Omnis Market Update 11th November 2017 Omnis Market Update 4th December 2017

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Quarterly Investment Committee Report


This is the latest Openwork quarterly Investment Committee Report. Second Quarter 2017 Openwork Investment Committee Report First Quarter 2017 Openwork Investment Committee Report Fourth Quarter 2016 Openwork Investment Committee Report.

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TAX TABLES 2017/2018


Following March 2016’s Budget announcement, these Tax Table guides are for the tax year 2016/2017. Please speak to an adviser if you require advice in any area of financial planning. Tax Tables 2017/2018

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Budget Guide


Autumn Budget 2017: Budget Flash Briefing – November 2017 Autumn Budget 2017

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Finance Viewpoint Newsletters


Our latest newsletters look at mortgages, protection, investments and pensions and focus on areas relevant to today and the markets and financial environment at this time. Investment Newsletter – September 2017 Mortgage Newsletter – September 2017 Protection Newsletter – September 2017 Pension Newsletter – January 2017

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Market Bulletin


This is the openwork monthly Market Bulletin which is intended to provide a snapshot of the events that have affected the performance of global equity markets in the last few weeks. Market Bulletin – January 2018 Market Bulletin – September 2017 Market Bulletin – August 2017 Market Bulletin – June 2017 Market Bulletin – April 2017

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Mortgage panel lenders


This leaflet lets you know the breadth of our mortgage panel Mortgage Lenders – March 2017

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Brand Wheel


The Brand Wheel shows you all of the providers that we deal with in each area of advice. Brand Wheel – March 2017

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Pension and Investments Proposition Brochure


This brochure tells you about our proposition for Pension and Investment clients. Pensions and Investments Proposition – February 2015

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Mortgage Proposition Brochure


This is our is our Mortgage Proposition Brochure which gives you information about our Panel of mortgage lenders, the type of advice we give and any fees we may charge. Mortgage Proposition Brochure – 2016  

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