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John Addis

John Addis

Independent Financial Adviser

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Cumbria

About me

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.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Saving for school fees

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee