John Addis

John Addis 2017-08-16T12:05:52+00:00

Project Description

DipPFS, Independent Financial Adviser
Areas Covered: Lancashire, Cumbria and North Yorkshire

  • 1812085502 John Addis

John is committed to providing comprehensive and transparent financial advice to his clients. He began his career with Pearl Insurance, one of the biggest insurance companies at that time in the UK.

An opportunity to gain experience and knowledge in an advisory and planning role with a high street bank soon presented itself. For the next 6 years, John provided personal and business financial advice to corporate clients. These included co-owners, directors and partners. His insight and understanding of client requirements earned him the 2nd top adviser placing in the UK.

Promoted in 2003 to the role of Business Financial Planner, John continued to work with clients throughout Lancashire and Cumbria. With a desire to develop and build on his experience advising business owners, a former colleague referred him to HSBC Commercial. He is highly motivated and dedicated to providing outstanding customer service. John has spent the last 6 years building and developing excellent client relations with company owners, their key people and their families throughout the northern region.

As massive restructuring changes hit the high street banks in 2012, John looked at moving into an IFA role. In his own words: “I’m a great believer in that having the right attitude will give you the outcome you deserve. Within a short space of time, I faced major changes that would impact on my working life. Then I met George. We discussed his vision and the drive behind True Bearing Chartered. I was impressed! Now everything has fallen into place. I’m really looking forward to developing my career with True Bearing.”

Originally from Lisburn in Northern Ireland, John moved to England in 1994. He attended Lancaster University where he studied for a BA (Hons) in Geography and Business & Management studies. Here he met his future wife and England became his second home.

Married with two young children, family life and values are important in the Addis household. 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 16 years at Manchester United. He attends all their home games. He is also an avid follower of Ulster Rugby Union.

My qualifications are as follows –
Areas of Advice:

Pension and Retirement Planning
Investment Planning
Protection
Business and Commercial Financial planning


Qualifications:

BA (hons) Geography with Business and Management Studies

Financial planning certificate – FPC1, FPC2 & FPC3

Diploma in financial planning

AF2 Business Financial Planning

J04 – Pension Funding Options
J05 – Pension Income Options
J06 – Investment Principles, Market and Environment
R01 – Regulations and Ethics
R03 – Personal Taxation

“I am delighted to have John 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

John-Addis-120px John Addis
John AddisIndependent Financial Adviser
Office: 01257 260011

Mobile: 07932 558601

Read More