Joslin Rhodes History
Wondering Where we Came From?
Joslin Rhodes History
All things to all people
Joslin Rhodes was formed by CEO and founder, Neil Parker, and started life offering financial advice on everything from mortgages to insurance.
However, when the 2015 Pension Freedoms came in, allowing people to choose what to do with their pension pots, Neil realised there would be people in need of help from a financial adviser on what to do with their money.
Pension and retirement specialists
So, Joslin Rhodes became a pension and retirement specialist focusing solely on helping people get the retirement future they want using the unique PlanHappy process.
Developed over many years, the PlanHappy Lifestyle Financial Planning process has been specifically designed to coach people through the life and money decisions they face when approaching retirement.
Bespoke space
In 2007 a bespoke 10,000 sq/ft lifestyle financial planning space was opened, specially designed to make you feel relaxed and at home. And, in 2019 we opened the first of our UK satellite branches in Newcastle and in 2020 started offering our service nationwide with the help of video calls.
We’ve some great plans for expansion and growth, and aim to help many more people get the future they deserve.
We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.
