Real Advice, For Real People
Your Experienced Partners in Retirement Planning and Financial Clarity
Nestled in the heart of Middlesbrough, Joslin Rhodes has been guiding individuals towards a secure and fulfilling retirement for over two decades. As a team of passionate financial experts, we're dedicated to empowering you to make well-informed decisions regarding your pension savings, investments, and estate planning.
Our Vision: PlanHappy Lifestyle Financial Planning
We understand that everyone's financial goals are unique. Our PlanHappy process is a holistic approach tailored to your individual aspirations and circumstances. We'll work alongside you to:
- Define your vision for retirement and beyond
- Identify potential risks and opportunities within your financial portfolio
- Develop a tailored plan to manage your investments, mitigate taxes, and achieve your financial dreams
- Review and adjust your plan regularly to ensure it stays aligned with your evolving needs and circumstances
What Makes Us Different?
- Independent & Unbiased: We're not beholden to any specific providers, allowing us to source the most suitable financial solutions across the market.
- Experienced & Qualified: Our team of professionals hold relevant qualifications and extensive experience in pension planning, investment management, and wealth protection.
- Client-Centric Approach: We believe in clear and open communication, ensuring you understand every step of the process and feel empowered to make informed decisions.
Our Expertise at Your Service
- Pension & Retirement Planning: Navigate complex pension schemes, assess your retirement readiness, and maximize your potential for a comfortable later life.
- Estate Planning: Secure your legacy and protect your loved ones with comprehensive will writing, power of attorney, and living will services.
- Equity Release: Access funds secured by your home without selling it, and explore options like lifetime mortgages for additional financial flexibility.
Join Us and Take Control of Your Financial Future
At Joslin Rhodes, we're committed to providing personalized solutions and real-life guidance to achieve your financial goals. Contact us today to schedule a complimentary consultation and discover the peace of mind that comes with a secure financial future.
Overall Experience
The reviewers have expressed overall satisfaction with their experience at Joslin Rhodes, praising the company's friendly and approachable staff, informative meetings, and personalized advice.
Financial Planning and Retirement
Reviewers have commended Joslin Rhodes for their expertise in financial planning and retirement options. Many have mentioned that they were able to retire early thanks to the company's guidance, and are now enjoying their retirement with confidence.
Communication and Customer Service
Most reviewers have praised the company's excellent communication and customer service, highlighting their friendly and welcoming approach. They have appreciated the regular meetings and updates on their financial situation.
Staff and Office Environment
The staff at Joslin Rhodes have been consistently praised for being friendly, approachable, and knowledgeable. The office environment has also been described as comfortable and welcoming.
Concerns and Criticisms
However, one reviewer has expressed concerns about the company's communication and prioritization of their own interests over the client's.
