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Testimonials

At Joslin Rhodes, we pride ourselves on helping people live their best life in retirement. But don’t just take our word for it – see and hear what our clients have to say about their experience with us.

Joslin Rhodes - Clients smiling at a client event while holding their winning prizes; he has baked treats, and she has a hamper.

What people are saying about us…

At Joslin Rhodes, we pride ourselves on helping people live their best life in retirement. But don’t just take our word for it – see and hear what our clients have to say about their experience with us.

Joslin Rhodes - Painted wall at Joslin Rhodes showing Roseberry Topping with the quote ‘It’s going to be our time.

Real Stories from Real Clients

My experience with Joslin Rhodes has been excellent.

As someone who really didn’t understand pensions and was concerned for the future, I can say my experience with Joslin Rhodes has been excellent. Everyone I have met have been very professional but also friendly making you feel completely at ease. I cannot praise them highly enough for making this a pain free journey. A very big thank you.

Amanda Kelly

Their professionalism and knowledge certainly gives us confidence.

Friendly and welcoming staff, comfortable and relaxed atmosphere.  It’s a very daunting and important decision when deciding on investments, particularly with pensions but their professionalism and knowledge certainly gives us confidence for a long and happy future.

Dave Redwick

Nothing is too much trouble.

We called into Joslin Rhodes after a recommendation from colleagues. We went through a number of sessions talking and reviewing our situation with the view for early retirement. We were fully supported and given reassuring advice in deciding to retire early and are now very happy in our retirement. We would not hesitate to recommend Joslin Rhodes.

Rita Johnson

Very professional warm and friendly team.

Joslin Rhodes have taken the strain off us having to worry about money now that we have retired. They keep us informed and advised at every stage. It’s a bit like having a friend who you can trust to look after your financial health while you are free to go about enjoying the rest of your life.

Karen Hammond

Every step has been explained very well.

Really pleased how my Pensions have been handled with Joslin Rhodes. Every step has been explained very well so we could understand the process. Looking forward to the next stage being completed, also the hospitality we have received at our meetings has been excellent.

Stephen Coates

We can get on and enjoy our retirement.

We were unsure how to manage both our savings and pensions. We went along to see the team at Joslin Rhodes and had several discussions about options open to us. We have now both investments and pensions being managed by Joslin Rhodes.

Connie Hall

Why clients choose Joslin Rhodes

We’re your local experts

As pension and retirement specialists based in Stockton, we’ve been helping Teessiders retire happy for over 20 years from our friendly Preston Farm Planning Rooms.

‘Real Advice for Real People’

We know there’s a lot to think about when it comes to retirement. So, we’ll never talk jargon or promise something we can’t control.

Unique Lifestyle Financial Planning Process

Unlike traditional Financial Advisers, we take a holistic, human approach to retirement, using our unique PlanHappy Lifestyle Financial Planning Process to create a plan built around you.

All-in-One Service

From pensions and retirement planning and estate planning to equity release and managing your investments, we’ve got you covered.

Are you ready to retire with confidence?

Join the thousands of clients who are enjoying what retirement has to offer.

Get in touch today for a free consultation with one of our local Financial Advisers.

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