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John has worked within the financial services sector since 1997 in a variety of advisory and planning roles. After qualifying as an Independent Financial Adviser, John joined True Bearing as he was impressed with the vision and drive of the company.
A strong advocate of the value of long-term ongoing financial advice or ‘lifestyle financial planning’; John believes it helps clients focus on their financial needs and requirements whilst illustrating what changes need to be made to help them achieve them.
John is motivated by the enjoyment that comes from meeting and interacting with clients to establish their financial goals. By being able to build a trusted relationship, John advises his clients on a regular basis, guiding them through life’s potential pitfalls and watching their financial goals come to fruition.
Outside of work, John is married with two young children. Weekends are family-orientated and include regular outings to the cinema. Passionate about all sport, John has been a season ticket holder for the last 25 years at his favourite club.
What my Clients say
I am delighted to have John Addis as my financial adviser across my personal and business investments. We first met in 2008, my business had done well, John suggested some five year schemes which I am happy to say gave me a great return even in the turbulent years after 2008.
I ‘followed’ him onto True Bearing, because I trust his knowledge and understanding of the financial market. John has given me some of the clearest explanations of financial products I have ever had.
John is interested in his clients. He does not have a one size fits all approach. Customers come from all walks of life with different needs and motivations, I feel he listens and is able to respond to each person as an individual. I value John’s help and patience! He is professional, reliable and trustworthy.
Trisha Jarman - Wigan