/>/> />

Meet the Team: Financial Planners

Meet the Team: Financial Planners

Meet the Team: Financial Planners

Joslin Rhodes Financial Planning Team

“They always have our best interests at heart.”

Our Planners are the team that take the sometimes-baffling jargon of finance and turn it into language the rest of us understands.They are your specialist pension advisers, listening to all your concerns and queries before asking what you really want to do in retirement.Right from your initial meeting they’ll help you understand your different pension options using easy to understand methods and support you in discovering what your ideal lifestyle looks like. One happy client had this to say about their experience:

“They make the often-complicated world of finance so easy to understand, and really get to know what your goals are in life.”

Our Planners work alongside other teams in the company to ensure all clients get the best possible outcome (more on these other teams soon).

This comes from the genuine relationships they build with clients. Our Planners really do take pride in helping people get the best version of their lives. One client commented:

“Thank you for all your help, couldn’t have done it without you…”

It’s because of these relationships they often get sent postcards and messages from that dream holiday, or about that new grandchild long after initial meetings and plans have been implemented.

The Planners don’t mind admitting their favourite part of the job is telling people they can have the best version of their life. Anthony, one of our Planners, said:

“The best part of my job is taking clients from worry to happy and being a part of a journey that really does change lives.”

If you’d like more info on how our Planners can help you, get in touch via 01642 42 45 73

Joslin Rhodes are trusted local independent financial advisors authorised and regulated by the FCA. Specialising in pension advice and retirement planning we have the additional FCA permissions to advise on defined benefit/final salary pension transfers.

Latest blog articles

 All the latest and most recent articles and information related to pensions, investments and retirement planning in one easy place.  

Meet the Team: In Conversation With... As a child I actually always wanted to be a policeman, even going so far as to study criminology at university. However, my career path went in a completely different direction and I can honestly say I’ve never looked back. Read More Joslin Rhodes customer enjoying his retirement Every Day's a Holiday Meet Willie and find out why he decided to seek financial advice. Read More Jumping into retirement with both feet Jump into retirement with both feet How did PlanHappy help Jim & Jan do the things they’ve always wanted. Read More Kate discussing her Planhappy journey Kate's Journey to PlanHappy We chatted with Kate about her experiences with Joslin Rhodes, why she chose us over other financial advisers and what she has to say about controlling your own destiny. Read More cold caller Pension Cold Calling Banned It’s now illegal for anyone to make unsolicited cold-calls to you regarding your pensions. Treasury Minister John Glen described cold calling as the "most common method" to begin pension fraud. Read More

We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.

Talk To The Experts