Joslin Rhodes Lifestyle Financial Planning Ltd

Independent Financial Adviser  6 Wellington Court, Durham, Durham, DH1 3NJ
First meeting at adviser's own cost
Independent Pension advice and retirement planning for local, hard-working folk!
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Capital gains tax
check
Estate planning
check
Income tax
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
Neil Parker DipPFS CeMAP
Senior Financial Adviser And Pensions Specialist

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

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.

Where to find us
Head office address: 6 Wellington Court, Preston Farm, Stockton on Tees, TS18 3TA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 0.33 mi
We offer competitive Fee based advice from a highly qualified Chartered Financial Planner who you can trust, call <phone number hidden>.
 
Independent Financial Adviser 0.8 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.84 mi
We are a local friendly firm offering independent advice. Our goal is to provide you with truly independent financial advice.
 
Independent Financial Adviser 1.66 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner