Joslin Rhodes Financial Advisor - Retirement Planning , Pension Advice Stockton - Stockton-on-Tees

Eddie P.

Went into Joslin Rhodes not intending to retire just get some advise , After a friendly informal meeting and providing all my pension information I had , a meeting was set up for a more informative meeting, after listening to all the options open to me I decided to hand in my notice the same day. I know not everyone is in the same position as we were, to be honest we did not realize what we could take out of our pension each month till we talked to Joslin Rhodes .I have no regrets about retireing early , We have at least one meeting a year to find out how our money is doing, when I say meeting it's like meeting friends for coffee and a catch up , all the staff are fantastic, the staff all appear to be happy and chilled out , I think this gives us confidence that the right people are looking after our money, I know through the place that I worked at that some companies charge less commission, but listening to how they are treated after joining company I much prefer how we are treated and consulted, When we first went to Joslin Rhodes they offered the first meeting free , so to be honest book that meeting and let them advise you what action is open to you. Many Thanks

Rita J.

We called into Joslin Rhodes after recommendation from work colleagues. We went through a number of sessions talking and reviewing our situation with the view for early retirement. We were fully supported and given reassuring advice in making a decision to retire early and are now very happy in our retirement. When ever we phone or call in to Joslin Rhodes we are greeted with a warm friendly greeting and nothing is to much trouble and given priority straight away . We would not hesitate to recommend Joslin Rhodes.

Stuart B.

My Wife and I had been putting our pension statements in a folder each year, without really knowing when or how much we would need to retire on. After driving past Joslin Rhodes we decided to pop in and have a coffee and a chat, to see what they could offer us. From the moment we walked in, we were acknowledged straight away, with a very warm welcome. Every single member of the team we have met so far have been quite simply outstanding, and especially Susan who put us at ease straight away. Two meetings later and we are so glad we came across Joslin Rhodes Lifestyle Planning. They make the often complicated world of finance so easy to understand, and really get to know what your goals are in life. My Wife and I would highly recommend their service. They have done the easy things quickly, and the difficult things very well.

We would have no hesitation in recommending Joslin Rhodes, after experiencing an outstanding level of customer service. Just pop in and have a coffee and a chat, it might just be the best decision you have made for your future. It certainly was in our case.

Keep up the good work

Kind Regards Stuart & Zoe Brookes.

Amanda K.

As some one who really didn't understand pensions and concerned for the future I can say my experience with Joslin Rhodes has been excellent. Everyone I have met have been very professional but also friendly making you feel completely at ease. I can not praise Christine Fox highly enough for making this a pain free journey a very big thank you.

gary P.

So far so good with my experiences of Joslin Rhodes. I have found all staff very professional, approachable and knowledgeable in a very comfortable and "plush" environment. I am very optimistic that our discussions relating to my retirement plans will be positive.

Kate O.

This is my second visit to Joslin Rhodes. The professional advice I have had to date had been fantastic. Christine has explained everything very simply, asked some effective challenging questions as is showing me the art of the possible. I look forward to our third meeting in a two weeks.

Connie H.

We were unsure how to manage both our savings and pensions. We went along to see the team at Joslin Rhodes and had several discussions about options open to us. The team there are all friendly, approachable and most of all knowledgeable. We have now both investments and pensions being managed by Joslin Rhodes. We can now get on and enjoy our retirement.
Would, and have recommend them.

Julie O.

We are in the process of finding out our best options regarding retirement/pension options, and are more than impressed so far by our interaction with this company.

In a relaxed, welcoming environment, we have been encouraged and felt comfortable enough to voice our queries, all of which have been answered.

Outstanding advice for an extremely low price, don't try and work your way through the pension minefield, get help from this company, the best money we have ever spent.