John Addis

Lancashire

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1. About

I’ve been employed in financial services since 1997 and during that time I have enjoyed advising a wide range of clients including business owners and the self-employed plus those approaching or actually now in retirement.

Every client has completely individual circumstances and so being able to tailor a plan which is perfect for their needs, both now and in the future, is a challenge that provides a huge amount of job satisfaction. I love meeting regularly with my clients, building a trusted relationship and all the while being there to make necessary adjustments along the way.

I feel strongly that easy to understand advice and excellent service go hand in hand with being a trusted adviser and this is a position I aim for with every new client relationship.

I’m married to a Primary School Teacher and we live in Lancashire with our two teenage daughters. In my spare time I enjoy fishing and also watching most sports.

Qualification: Diploma in Financial Planning

Sustainable: In-house training

Independent Financial Adviser

24 years of experience

  • Family holidays
  • Watching my daughters play football
  • Socialising with friends
  • Landing a nice trout
  • Jargon
  • Bad time keeping
  • Dishonesty
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