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