Our partnership with Dudley Building Society, announced today, will see our advisers provide full financial planning from within the branches of the building society.
This is the first step in building a wider advice and distribution partnership. We will also be launching Dudley Financial Solutions as one of our Appointed Representatives.
Customers of Dudley Building Society will have full access to our products and services as well as those already provided by the society.
Announcing the partnership, CEO Mark Duckworth said: “We are extremely pleased to have secured this partnership with Dudley Building Society, which will allow the many customers of the Society access to a wider product range giving them more opportunity to meet their needs.
“Importantly, having explored many options, Dudley is choosing to set up the new venture with Openwork, a move that clearly endorses our model and demonstrates our appeal to companies wishing to operate as efficiently – and safely – as possible in an increasingly demanding advice environment.”
Jeremy Wood, Chief Executive of DBS said: “As a business committed to delivering the best possible proposition to our customers we are thrilled to be enhancing our product offering through this exciting venture with Openwork.
“By launching our partnership with Openwork, we can be sure that not only will our customers enjoy more choice, but that all business written will be safe and compliant – a key driver behind our decision to structure the partnership in this way.”