Model Portfolios

Making more of your money.

Bringing you access to some of the world's best fund managers

We believe that diversifying your portfolio across different asset classes is the optimal strategy for managing risks and maximising potential rewards.

The Openwork Graphene Model Portfolios aim to minimise the absolute risk of loss in your overall portfolio by diversifying your investments across various asset classes. By allocating your investments across different assets, the impact of any single investment's performance on your total portfolio is reduced due to each investment representing a smaller percentage of the total assets.

If one investment underperforms, the overall effect on your portfolio is relatively limited. Likewise, positive performance is also diversified across multiple investments, potentially enhancing the overall returns of your portfolio.

Our selection of underlying fund managers is based on their demonstrated ability to consistently identify stocks with strong long-term growth potential. By partnering with skilled fund managers, we strive to enhance the overall performance and growth prospects of your investments.

As part of The Openwork Partnership, we have access to a large portfolio of funds managed by top fund managers and rebalanced every 6 months.

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE.

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE.

Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.

Commercial Mortgages are not regulated by the Financial Conduct Authority.

Some Bridging Finance is not regulated by the Financial Conduct Authority.

Commercial Lending is not regulated by the Financial Conduct Authority.

Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.

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.

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.

Pension consolidation advice is available. If you hold a Defined Benefit Pension Scheme or Defined Contribution pension with a guaranteed minimum pension or income, any advice you receive will be through a dedicated referral advice service and a specialist within our network.

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.

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.

Commercial mortgage advice is offered by William Chalice Ltd as part of Commercial Finance Brokers UK Ltd.

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Our Investment Managers

Omnis Managed Portfolio Service (OMPS)

As an investor, you want to make sure that your investments are managed in line with your risk profile, that they consider the market environment, and that they are managed by leading investment managers that will take advantage of opportunities and manage the risks

Omnis, one of the largest managers of UK domiciled funds in the UK, boasts over £10 billion in assets under management. Our partnership with The Openwork Partnership, a network of 4,200 financial advisers nationwide, aims to empower individuals with a sense of assurance and positivity as they envision their future.

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Discover our Pensions services

We have access and can advise on thousands of products, helping you find the right deal for your circumstances.

Your Home May Be Repossessed If You Do Not Keep Up Repayments On Your Mortgage.

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Advice Plain and Simple is a trading name of William Chalice Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. William Chalice Ltd Registered Number: 12050717. Registered Office: Unit 1, Hawford Business Centre, Lionel Way, Worcester, WR3 7SG. The information on this website is subject to the regulatory regime and is therefore targeted at consumers in the UK. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Approved by The Openwork Partnership on 15/10/2024

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