Joslin Rhodes Lifestyle Financial Planning Ltd

Independent Financial Adviser  The Planning Rooms, Stockton-on-Tees, 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
9.3/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Neil Parker
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, 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
9.3/10
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FCA authorised
Last authorised 16th November 2020

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