/>/> />
 

Who we are

Who we are

Wondering who we are and what we’re all about?

Pension Advice Gold Standard

About us

Joslin Rhodes is all about people

Joslin Rhodes is all about people. We’re there to help you get the future lifestyle you want, whether that’s water-skiing in exotic locations or relaxing at home.
It’s our job to help you use your assets to give you the things you want in life by combining life coaching with financial advice to get you the best future your assets can give.

The Joslin Rhodes team outside their office

The Technical Bit

In terms of structure, we’re Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority (FCA) with the additional permissions to advise on Defined Benefit/final salary pensions.

We  have a 60+ team of financial planners, technical paraplanners and support staff all working to get you the future you want. But, there’s more to it than just financial advice.

A member of the Joslin Rhodes team
A meeting with a financial planner

PlanHappy

Our unique process

Using the unique PlanHappy Lifestyle Financial Planning process we’ll coach you through the kind of lifestyle you want in the future. It’s only through deciding what life you want we can work out the best way to get you it.
We’ll help you work out what you want to do in the future then do the money bit to work out how to get you it.
So, all you need to do is get on with enjoying life.
After all, isn’t that what life’s all about?

Meet the boss

A few words from our CEO, Neil Parker

“We love working with local, hard working folk, we aren’t for premiership footballers and multi-millionaires. I grew up on Teesside where you work ‘til you drop and save for a rainy day.

Times have changed, and I am passionate about making sure everyone has access to the financial planning that will really free them to love the retirement they’ve spent their lives working towards”.

Neil Parker

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