OW recruitment brochure a4 12pp (screen) - Flipbook - Page 5
J O I N T H E O P E N WO R K PA RT N E R S H I P | 0 5
Empowering expert advice
No matter where you take your advice journey, our market-leading proposition will get you there. We work with
a wide range of fantastic providers across wealth, mortgages, protection and general insurance, from household
names to high street heavyweights and innovative specialists alongside a range of products designed to help you
find the very best solutions for your clients. The scope and scale of our proposition truly set us apart.
Experience the best of all worlds
Our market-leading proposition gives you autonomy
and flexibility. Advise on any combination of wealth,
mortgages, protection or general insurance. Specialise
in a single market, upskill into new areas or work with
other advisers to offer a truly holistic advice service.
We drive effective change
Our scale means we have some impressive resources
at our disposal. Our relationships with providers are
based on mutual trust and respect so that when we
talk, they listen. All this means we can offer you
best-in-class guidance, expert technical support and
regular updates to help you give your clients the best
service at the best prices.
Do business with confidence
Our clear, robust advice processes combined with
our proprietary approach to technology help you
save time, process business efficiently and provide
high-quality compliant advice.
“ONE OF THE BIGGEST DRAWS TO JOIN WAS
THE COMPREHENSIVE PROPOSITION ACROSS
MORTGAGE, PROTECTION, AND WEALTH
ADVICE. THIS HAS BEEN A MAJOR ADVANTAGE
FOR OUR BUSINESS, AS WE CONTINUE TO
BUILD AND GROW A MODEL FOCUSED ON
DELIVERING TRULY HOLISTIC FINANCIAL
ADVICE TO OUR CLIENTS.”
Lewis Powell Trulife Financial
Mortgages
Over 40 of the best providers on the
market, from household brands like
Halifax and Nationwide to specialist
lenders like Aldermore and Paragon.
Wealth
Centered on model portfolios which are
uniquely aligned to our risk categories so
they do all the heavy lifting when it comes
to portfolio construction.
Supported by 40 of the best providers on
the market, from top investment managers
like Schroders and Fidelity to big names like
Scottish Widows, 7IM and Royal London.
Protection and
General Insurance
11 handpicked providers offering
market-leading solutions for a wide range
of client needs.
Freedom, flexibility
and fantastic advice.
