We are completely independent Fully Chartered Financial Planners and registered Pension Specialists with over 25 years’ experience in the industry. We established Open Door in 2006 with aim of giving the best independent advice to all.
We are directly authorised & regulated by the Financial Conduct Authority which means that we have demonstrated the highest level of excellence, knowledge, ability and ethical standards.
We are able to deal with all forms of financial advice and pensions and because we’re completely independent, we can recommend any service or product which we think best suits you.
We are firm believers in ‘treating others the way we would wish to be treated’ and so we give all our clients the same advice we would give our family or friends. We believe this is why nearly 90% of our clients have come to us via recommendations from existing clients or other financial professionals.
As a small independent firm, we are able to offer a more personal service too. We want you to feel able to just pick up the phone and call, knowing you’ll get clear, honest but experienced guidance from real people.
Richard is a Chartered Financial Planner (APFS) and currently studying towards the Fellowship Level which is the highest level a fnancial professional can attain.
This puts Richard in the top percentage of his profession. He has over 30 years’ experience in fnancial services and has worked at a senior level for the Prudential, First National Bank, Cheltenham and Gloucester and Legal and General and Standard Life.
His passion is making a diference and bringing ethics to fnancial services. Not everyone’s thing but it makes him firstname.lastname@example.org
Kate is a Para Planner with over 20 years’ experience in financial services.
She has been a successful Financial Adviser, Mortgage Adviser, Business Development Manager and Mortgage and Medical Underwriter her experience covers a vast range of financial services from both head office to customer facing.
Her passion is people and making things better. And she gets genuinely excited about the difference that Open Door’s services can email@example.com
With such a long and distinguished backgrounds in financial services, Richard and Kate have seen the best and the worst their industry has to offer.
It’s some of the industry’s worse practices, such as pressure selling and sales designed to meet targets, which inspired Richard and Kate to set up something different. Their mission is to provide a service that they can feel proud of.
The sort of service they would ofer to their own family or friends. A service that is accessible to everybody, so that whatever the size of your assets, you can benefit from honest, personal, considered and crystal clear advice about the best way to manage your fnances. Without it costing the earth.
Our independent status is fundamental to what we do at Open Door.
It allows us absolute freedom to recommend what we consider to be the best product or service for you. We have no targets which we have to meet and unlike some advisor’s, we’re not obligated to sell or recommend a particular service or provider.
In all cases we recommend what is best for our clients and we are so confdent in that statement that we operate a ‘Double Compliance’ safety procedure.
We believe this is unique to Open Door and ofers our clients even greater protection. We arrange for every case to be checked by a completely independent Chartered Financial Planner.
If they feel our advice, charges or administration is not completely compliant or appropriate they are able to report us to the relevant authorities. We completely cover the cost of these additional checks and are proud of our 100% clean complaints record and the long relationships we have the majority of our clients along with our high rate of recommendations
Chartered status puts Open Door in the small percentage of financial planner firms who have demonstrated a commitment to raising the standards of knowledge, capability and ethical practice.
In order to achieve this status, we’ve had to show that our advice, service and ongoing support are of the highest quality and always based on your researched need.
Key to what we believe at Open Door is that this higher level of competency and professionalism should still be accessible to everyone, at every level. After all that is why we are called Open Door.