Joslin Rhodes Lifestyle Financial Planning Ltd

Independent Financial Adviser  The Planning Rooms, Stockton on tees, Durham, TS18 3TA
First meeting at adviser's own cost
Independent pension advice and retirement planning for hard-working folk. Let's start planning the retirement of your dreams either by video call or in branch with one of our friendly, experienced planners.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.2/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Neil Parker DipPFS CeMAP
Independent Financial Adviser And Pension Specialist

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations
Chartered Financial Planner
Anthony Prior
Independent Financial Planner

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

What our clients say
Neil provided me with a very professional and friendly service that took account of all my requirements as well my concerns regarding risk. His friendly and natural manner, coupled with a high level of expertise, enabled me to quickly feel at ease and appreciate that the advice I was being offered was right for me. I particularly liked his use of simple diagrams and analogies that spoke so much more than typical financial jargon that I may have struggled to fully understand. Follow up literature accurately reflected our discussions and, again, I very much liked the diagrammatic manner in which my plan was presented. I would have no hesitation in recommending Neil's services to anyone wishing to secure their long term future and, in my own case, balanced with a need to enjoy life along the way! The whole service I received from all members of the Team, from the moment I walked through the door, was nothing short of excellence.
Steven, Tyne & Wear
Neil provided me with a very professional and friendly service that took account of all my requirements as well my concerns regarding risk. His friendly and natural manner, coupled with a high level of expertise, enabled me to quickly feel at ease and appreciate that the advice I was being offered was right for me. I particularly liked his use of simple diagrams and analogies that spoke so much more than typical financial jargon that I may have struggled to fully understand. Follow up literature accurately reflected our discussions and, again, I very much liked the diagrammatic manner in which my plan was presented. I would have no hesitation in recommending Neil's services to anyone wishing to secure their long term future and, in my own case, balanced with a need to enjoy life along the way! The whole service I received from all members of the Team, from the moment I walked through the door, was nothing short of excellence.
Steven, Tyne & Wear
Neil explained the complicated maze of pensions and annuities and took away all the jargon so it was straightforward and logical. I found the wipe clean board setting out how pensions and drawdowns worked very useful. Neil was quick to assess my own personal situation and worked out the best pension for me. The staff at JoslinRhodes are extremely efficient and friendly and kept me up to date with progress of my application. They are a credit to the firm and I would have no hesitation in recommending the firm to my friends.
Babs, North Yorkshire
Neil made me feel at ease as soon as I sat down he helped me decide what I wanted by explaining step by step the good and bad points of any issues I raised. I found him very knowledgeable but not pushy After giving me the facts he let me decide the course I wanted to take
Maurice, North Yorkshire
We felt Neil took a great deal of time to thoroughly understand what we were looking for with regards to our planned retirement. He asked direct and relevant questions which made us think in a more focussed way about what we wanted in our retiring years, and also the things we may need to provide for. Overall we felt we were really being looked after, and now feel we have the big question clearly answered, which was 'do we have enough to live out our lives doing the things we want to do".
Paul, Durham
At our initial meeting and thereafter at annual review Neil has taken time to explain our investment portfolio in detail but also using analagies that are easily understood by the layman. Having invested with several IFA's over my working life I decided to go along with Neil for my retirement phase.
David, Cleveland
Our first visit to Neil and was put at ease immediately by his easy going manner and his ability to listen to what we required.At no point where we put under pressure to do anything we where not sure about.Our second visit Neil laid out his advice on the way forward to which we agreed was best for us.We have a date for our third visit to conclude the progress and we are looking forward to meeting up with Neil once again.On the first two visits the staff were excellent and made us very welcome.
Alan, Durham
We were apprehensive about our first meeting with Neil for a number of reasons; would we understand what he was saying to us, would we feel confident about his advice and most importantly, would our assets be sufficient to achieve the retirement we both wanted? After the first few minutes it was apparent that Neil is a great listener/communicator and he is succinctly able to get to the heart of the matter of what you have, and whether it will enough for the life you want to live. The whole process has been fascinating and enlightening - we would never have been able to think things through in such a way without his humorous and relaxed approach. At no time have we been pressured to take a decision that we were not comfortable with. His team in the office are extremely pleasant and they have together brought us to the point where we can move forward with this next phase our lives far sooner than we hoped.
Barry, Durham
Very pleased with the help and advice I have received and the speed that my annuity was progressed
Mr F, Stockton
I thought that from first contact the staff were confident and professional. Neil explained everything on our level and gave us information we understood to enable an informed decision and choice
Mrs T, Darlington
Just wanted to say a huge thank you to you all for your professionalism and enthusiasm which has been noted throughout the whole process! Your ongoing support and advice has been instrumental!
Mr & Mrs G, Middlesbrough
About us

We specialise in advice on all types of pension and retirement planning, including Final Salary pension transfers and are Pension Transfer Gold Standard holders.

Naturally we are qualified, regulated Independent Financial Advisers, we're also nice people and we want to make your future financial journey meet your needs, whatever they may be.

It is likely that you found us because you have a question or need some guidance. This could be things like - what are your pension choices, when might you be able to retire or how to get the best return on your savings and investments.

You are unique, your financial journey and plans for the future are individual to you. Our process is designed to help us find out who you are so we can tailor our advice and recommendations just for you.

We have a team of 60 and growing, all dedicated to ensuring the best outcome for our clients.

Together we’ll get to the answers you are looking for.

Our services

Let's have a no obligation chat about your circumstances and what you're trying to achieve either via a video call or in branch.

We listen. Then we'll carefully and clearly explain the financial options available and show you how we can help.

Naturally, we're qualified and regulated to provide financial advice. We are also one of the few Pension Transfer Specialists in the area. This means we can advise on Final Salary/Defined Contribution pensions too.

We can also look after your funds and investments long term and provide an Estate Planning service to ensure your financial assets are protected in the future, if you like.

Where to find us
Head office address: The Planning Rooms, 6 Wellington Court, Stockton on Tees, TS18 3TA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 19th October 2020

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