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Joslin Rhodes Lifestyle Financial Planning

  1. Stockton-on-Tees
  2. Stockton On Tees Finance
  3. Thornaby On Tees Finance

Reviews, get directions and contact details for Joslin Rhodes Lifestyle Financial Planning

Joslin Rhodes Lifestyle Financial Planning

About

We're Pension & Retirement Planners and Pension Transfer Specialists, with a difference. We'll focus on you as an individual and what you want from life. Then we'll work out how to use your financial assets to get you there.

Story

We are Pension and Retirement Planners - with a difference.
Naturally we are qualified 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 your hopes for the future are individual to you. Our bespoke Plan Happy process is designed to help us find out who you are so we can tailor our advice and recommendations just for you.
Together we’ll get to the answers you are looking for.

Address: The Planning Rooms, Wellington Court, Preston Farm, Stockton-on-Tees TS18 3TA, UK
Phone: 01642 525511
ku.oc.sedohrnilsoj@olleh
State: Stockton-on-Tees
City: Stockton-on-Tees
Zip Code: TS18 3TA

opening times

Monday: 9:00 AM – 7:00 PM
Tuesday: 9:00 AM – 7:00 PM
Wednesday: 9:00 AM – 7:00 PM
Thursday: 9:00 AM – 7:00 PM
Friday: 10:30 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

related searches: Plan happy, Retirement planning advice, Retirement planning UK, Financial advisors Stockton, FCA register, Defined benefit pension advisors, Defined benefit pension transfer specialists
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Reviews
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.
7 years ago (11-04-2018)
Please STOP sending me junk mail. I've emailed you previously with no response asking you to stop. It's bad enough having firms call me, but to keep posting stuff is ridiculous, a total of 3 stuffed in my letterbox in Ingleby.
7 years ago (07-04-2018)
I am sick to death of junk mail coming through my letterbox EVEN when it says on the door that we do NOT want any cold callers or JUNK MAIL. Please get people who can read to do your pamphlet drops.
7 years ago (21-03-2018)
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