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About

Who We Are

Wondering who Joslin Rhodes is and what we’re all about?

Joslin Rhodes - Exterior view of the Joslin Rhodes building under a clear blue sky.

Local People, Helping Local People Retire Happy

At Joslin Rhodes, we’ve spent over 20 years helping thousands of people across Teesside and the North East retire with confidence.

We’re real, local people who understand what matters most— having a plan that gives you the freedom to enjoy retirement your way. Whether that’s more time with family, travelling the world, or simply knowing that everything’s going to be ok, we’ve got your covered.

Our services include Pension Advice, Retirement Planning and Estate Planning as well as Equity Release.

20+

Years Serving Teesside

£200m+

Assets Under Administration

1,100+

Local Clients

Joslin Rhodes colleague smiling while talking on the phone in a friendly, professional office setting.
Joslin Rhodes mural wall at the front of the office, featuring artwork of local Teesside landmarks and surroundings.
Joslin Rhodes - Happy Joslin Rhodes clients smiling in front of a branded Joslin Rhodes banner.
Joslin Rhodes - Wall quote that reads 'I'd like to do more fishing' painted on the wall.

Hear From Our CEO, Neil Parker

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More Than Just Financial Advice - It’s About You

From the very beginning, Joslin Rhodes was built on a simple belief: local people, helping local people live their best life in retirement.

That’s why we’ve always done things differently.

Most financial firms focus on transactions—selling pensions, investments, and products. But we know that retirement planning is about more than numbers on a spreadsheet.

That’s why we created the PlanHappy Lifestyle Financial Planning Process —a unique approach designed around you, not just your money. It combines life coaching and financial advice to get you the best future possible. And isn’t that what we all want?

Joslin Rhodes client laughing with joy after winning a prize - a Middlesbrough FC (Boro) shirt.

How Our Lifestyle Financial Planning Approach Compares to 'Traditional Advice'

Traditional Financial Advice Service

Talks about numbers first

Generic Advice

Transaction-based approach

Focuses on selling financial products

Joslin Rhodes' Lifestyle Financial Planning Service

Talks about you first

Personalised, lifestyle guidance

A long-term plan, built around you

Focuses on helping you design your ideal retirement

A Team You Can Trust

We know financial decisions can feel overwhelming, but you’re in safe hands. As an FCA-authorised and regulated firm, we provide advice that’s transparent, trustworthy, and always in your best interests.

Our team of local experts includes Financial Planners, Paraplanners, Investment Fund Analysts and Client Engagement specialists. And all are dedicated to doing one thing – making you happy.

No jargon. No pressure. Just clear, honest advice from a team that cares.

Meet the Team
Joslin Rhodes Financial Planner smiling while working on a laptop in a professional office setting.

We Help You Think ‘Big’

At Joslin Rhodes, we start with the Big Questions:

What does your ideal retirement look like?

How do you want to spend your time?

What truly makes you happy?

From there, we can build a Financial Plan that’s really worth looking forward to.

Learn More

'O Happy Days'

More than just a new slogan, ‘O Happy Days’ is a feeling—a feeling we strive to give our clients every single day. And, it’s our promise to you.

Get to know our brand
Joslin Rhodes - Client event at Joslin Rhodes office featuring a hoop-throwing activity, with colleagues gathered in the main office area and a client captured mid-throw.

Ready to Talk?

Our friendly team are here to help. Simply pop a few details into the form and we’ll be in touch.

Let’s show you:

  • When you can afford to retire
  • How much money you’ll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle