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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Welcome to John Stephen Pettitt

Since starting in financial services in 1977 John Pettitt has accumulated a wealth of experience, expertise and knowledge which allows him to provide holistic financial advice through Openwork for his clients and propective clients.  

He provides face-to-face financial planning to High Net Worth individuals, businesses and clients he has dealt with over his long career. Advice is always personally tailored to reflect the individual's needs and objectives.  

Our aim is to provide a quality, professional service in a number of ways including:  

  • Building up investment portfolios and retirement funds
  • Helping withthe transition from working life to retirement
  • Planning and managing retirement income 
  • Looking after the next generation including inheritance tax planning and gifting
  • Providing tax-efficient financial planning  

John is part of Openwork one of the largest financial services networks in the UK which gives access to a wide range of product providers.

Openwork launched in 2005, but have been present in the UK financial advice market for more than 45 years.

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Currencies
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 18/05/2024 at 06:00 PM