Client Testimonials
What people are saying about us…
At Joslin Rhodes, we pride ourselves on helping people live their best life in retirement. But don’t just take our word for it—see and hear what our clients have to say about their experience with us.
Real Stories from Real Clients
We can get on and enjoy our retirement.
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. We have now both investments and pensions being managed by Joslin Rhodes.
Connie Hall
Every step has been explained very well.
Really pleased how my Pensions have been handled with Joslin Rhodes. Every step has been explained very well so we could understand the process. Looking forward to the next stage being completed, also the hospitality we have received at our meetings has been excellent.
Stephen Coates
Very professional warm and friendly team.
Joslin Rhodes have taken the strain off us having to worry about money now that we have retired. They keep us informed and advised at every stage. It's a bit like having a friend who you can trust to look after your financial health while you are free to go about enjoying the rest of your life.
Karen Hammond
Nothing is too much trouble.
We called into Joslin Rhodes after a recommendation from 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 deciding to retire early and are now very happy in our retirement. We would not hesitate to recommend Joslin Rhodes.
Rita Johnson
Their professionalism and knowledge certainly gives us confidence.
Friendly and welcoming staff, comfortable and relaxed atmosphere. It’s a very daunting and important decision when deciding on investments, particularly with pensions but their professionalism and knowledge certainly gives us confidence for a long and happy future.
Dave Redwick
My experience with Joslin Rhodes has been excellent.
As someone who really didn't understand pensions and was 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 cannot praise them highly enough for making this a pain free journey. A very big thank you.
Amanda Kelly
Why clients choose Joslin Rhodes
- We’re your local experts:
As pension and retirement specialists based in Stockton, we’ve been helping Teessiders retire happy for over 20 years from our friendly Preston Farm Planning Rooms. - ‘Real Advice for Real People’:
We know there’s a lot to think about when it comes to retirement. So, we’ll never talk jargon or promise something we can’t control. - Unique Lifestyle Financial Planning Process:
Unlike traditional Financial Advisers, we take a holistic, human approach to your retirement. Through our unique PlanHappy Lifestyle Financial Planning Process, we’ll help you focus on the big questions, such as the ‘Why’ and ‘For What’s’ so that we can deliver a Financial Plan that’s truly personal to you. - All-in-One Service:
From pensions and retirement planning and estate planning to equity release and managing your investments, we’ve got you covered.
Are you ready to retire with confidence?
Join the thousands of clients who are enjoying what retirement has to offer.
Get in touch today for a free consultation with one of our local Financial Advisers.
We'll show you:
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When you can afford to retire -
How much money you'll need in retirement -
How to make the most of your pensions and other assets to fund your lifestyle
