Who We Are

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

Free Will Offer Graphic

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.

Who We Are
Who We Are

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 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.

Plan Happy

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?

Stuart and Julie working at Joslin Rhodes Pension and Retirement Planning
Who We Are

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”.

activity icons / retirement lifestyle banner

Talk To The Experts

Ready to talk? Our friendly team are here to help.
Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • When you can afford to retire
  • How much money you'll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing..."

Mr. W

Or you can call us