FINANCIAL ADVICE ABOUT US JOIN US THE FOUNDATION NEWS Adviser Login The Openwork partnership CONTACT US SEARCH FIND AN ADVISER Looking for a mortgage Saving & investing Pensions & retiring Inheritance tax & family wealth Insure & protect back to: Financial advice Saving and investing Finding the most effective ways to protect and grow your money Holding your investments Saving for children Plan for your retirement Every one of us has a very personal reason to put money away towards the future Every one of us has a very personal reason to put money away towards the future It might be to fulfil a dream or goal for yourself or your children, it may be about creating a secure financial future. Or it could simply be your rainy day money. For us it’s personal so whatever your goals, our advisers will work with you to find out what you want to achieve and guide you to the choices that are right for you. Of course, we understand that life changes and that over time your financial goals will also change. By working closely with you, our advisers will make sure you have the right plans in place for your evolving needs. Taking your first steps to save for your future Taking your first steps to save for your future There are many ways to save for the future, but first you must decide what you are saving for and over what timescale – of course, this can include several goals with different target dates. And any good plan should also ensure there is readily available cash, for dealing with those unexpected expenses or changes in circumstances that life throws at us from time to time. A world of opportunity and three simple principles When you start to consider investing to make your money work harder - the choices can seem endless and somewhat overwhelming. It’s at that point our advisers can help you take the next step with confidence. Investment principles Make sure you understand risk Diversify Take a long-term view Investment caveat 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. Find an Adviser Our advisers make it easier for you to face your financial future with confidence and optimism FIND AN ADVISER Facebook Twitter LinkedIn BACK TO TOP Footer The Openwork Partnership We are The Openwork Partnership and for us, financial advice is personal. Facebook Twitter LinkedIn YOUR FINANCIAL ADVICE JOURNEY Financial advice Looking for a mortgage Saving & investing Insure & protect Pensions & retiring JOIN US Careers Become an Adviser Join our network ABOUT US Corporate social responsibility Our history Senior leadership team NEWS CONTACT US Legal links Help when things go wrong Terms & conditions Product appendices Privacy & cookies policy Email disclaimer Modern Slavery Statement Gender Pay Summary May 2021 Privacy notice for candidates Adviser Log In Cookies This site uses cookies to store information on your computer. Some of these cookies are essential, while others help us to improve your experience by providing insights into how the site is being used. I Accept I Do Not Accept Necessary Cookies Necessary cookies enable core functionality such as page navigation and access to secure areas. The website cannot function properly without these cookies, and can only be disabled by changing your browser preferences. Analytics Analytical cookies help us to improve our website by collecting and reporting information on its usage. Analytics On Off About this tool (Opens in a new window)