Joslin Rhodes Lifestyle Financial Planning Ltd

Independent 6 Wellington Court, Preston Farm, Stockton on Tees, TS18 3TA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Independent Pension advice and retirement planning for local, hard-working folk!
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Neil Parker DipPFS CeMAP
Senior Financial Adviser And Pensions Specialist
Where to find us

6 Wellington Court, Preston Farm, Stockton on Tees, TS18 3TA

Make an enquiry
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

Come in for a free, no obligation chat about your circumstances and what you're trying to achieve.

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.

Advice methods
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value