Openwork financial advice network has signed a partnership with Dudley Building Society (the UK's 29th largest) to provide a full financial planning service (protection, investments, pensions and retirement planning).
The service will be provided in the society's 6 branches by Openwork staff and is likely to be followed by the launch of "Dudley Financial Services" as an appointed representative (AR) of Openwork. The society currently has just over 30,000 members.
This is believed to be the first building society partnership for Openwork and follows the recent successes of Towergate Financial in working with smaller building societies. Openwork replaces Legal & General as Dudley's financial advice partner.
Dudley Building Society also partners with Estate Planning Group for its will-writing and estate planning services.
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