Meet the Team

Becky Meet The Team Interview

Hello, and welcome to our new meet the team article. This is where you get a peak behind the curtain at Joslin Rhodes to find out more about the people that make us who we are  👀.

Today we sit down with Becky.

Becky plays a vital role in the Client Engagement Team as our Client Relationship Manager.

So, over to Becky to tell us more…

Say hello to Becky…

“Hi Everyone I’m Becky and I’m the Client Relationship Manager at Joslin Rhodes.”

“It’s going to be my 6th year anniversary at Joslin Rhodes in March this year. “

“I manage the Client Engagement Team. We are involved in meeting and greeting all of our beautiful clients  👋, making them feel really welcome.”

“We also deal with all of the incoming enquiries. People often need help making decisions on their pensions and upcoming retirements.”

“And we give them the peace of mind that we can help and book them in for their initial consultations. “

What is your favourite part of your role?

“My favourite thing about Joslin Rhodes, again, it is the clients.”

“My wedding 👰 was last year and I was very lucky to be saved at the last minute by a lovely client who made my wedding cake 🍰. “

The cake was amazing. It really made my day. And I just cherish that moment. It’s a really lovely memory for me.”

What do you enjoy outside of Joslin Rhodes?

I love spending time with my family 👪, my husband and my daughter. We love going out for meals and having days out.”

“I recently enjoyed a lovely bottomless brunch 🍹 with my lovely girlfriends, we have a lovely time when we do that. “

“But I don’t enjoy the hangover that’s the only problem 🤢. “

What is your favourite memory of Joslin Rhodes?

“Back in 2020, I turned 40 years old and received some lovely gifts from clients. They brought me flowers 💐, cards, I just felt so loved and valued by them. And I’m a very lucky lady to have such gorgeous clients 💖.”

Upcoming Events

Free Estate Planning Workshop

Tuesday 7th February and 6pm – 7pm at our Stockton Planning Rooms

From Wills to Lasting Power of Attorney, Inheritance Tax to Care fees Planning, this workshop covers everything you need to know when it comes to estate planning.

To book your place 👉 click here to pop us your details and we’ll save you a seat.

Free Pension Workshop

Tuesday 24th of January 6pm – 7pm at our Stockton Planning Rooms

To book your place 👉 click here to pop us your details and we’ll save you a seat.

Sharing’s Caring – Recommend a Friend Scheme

Do you know someone who could also benefit from our help and advice?

If we think we can help, we’ll offer them a free consultation and send you a little something to say thank you 🎁

Click the button below to find out more…

Other articles

Do You Really Need a Will?

Did you know that 50% of UK people die without making a valid Will?

But do you really need one?

Today we speak with Andrew from our Estate Planning Team about do you need a Will…

👉Click here to read more

Joslin Rhodes Charity Work

This year the Joslin Rhodes team has been involved in charity work with Macmillan Cancer Support, Cash for Kids, Parkinson’s Uk, Pancreatic Cancer UK, the High Tide Foundation, Butterwick Hospice Care, and the Lily Foundation.

👉Click here to read more

Joslin Rhodes Heroes

Once a month the Joslin Rhodes Team puts in their nominations for a team member to win the Glenn Warwick Award 🏆.

Click here to read more about our recent award winners 🙂.

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Real Advice, For Real People

We'll show you:

  • Becky Meet The Team InterviewWhen you can afford to retire
  • Becky Meet The Team InterviewHow much money you'll need in retirement
  • Becky Meet The Team InterviewHow to make the most of your pensions and other assets to fund your lifestyle

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Becky Meet The Team Interview

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