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Joslin Rhodes Is equity release a good option for releasing tax free cash without having to downsize my home?. By finding out how to use your assets to fund the retirement you want, you could get the peace of mind you're looking for. Let's face it retirement planning and pension advice can be a minefield, especially when this retirement thing has crept up on you. As well as answers to your questions, you'll get a team of local independent pension advice and retirement planning experts all working towards the best outcome for you.
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Retirement planning is more than just adding up pension funds, it's also about deciding on that holiday, cruise around the Mediterranean or golfing hobby. So, when you just need someone to explain it all and show you how to make the most of your money, we'll help you understand your options. With a team of trained financial planners who don't do the jargon thing and are great at explaining the advantages and disadvantages of any decision, we'll make sure your money's in the right place and working hard.
Joslin Rhodes is all about people. We're there to help you get the future lifestyle you want, whether that's water-skiing in exotic locations or relaxing at home. It's our job to help you use your assets to give you the things you want in life by combining life coaching with financial advice to get you the best future your assets can give.
I need help with. Retirement planningUnderstanding my pension optionsWorking out if I can retire earlyEquity Release AdviceEstate planning (Wills, Lasting Power of Attorney, Trusts etc)Expert financial adviceSomething else.
Making decisions about your pensions and retirement can be daunting, but don't worry we're here for you. We're not tied to specific providers, meaning we'll find the best options for you from across the market. We're authorised and regulated by the Financial Conduct Authority, the UK's financial services regulator.
Reviews (13)
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Christine Fletcher
Jun 10, 2022
Highly recommend Joslin Rhodes for financial and estate planning. Covid was a difficult time, but the company continued as best they could and their service has always been excellent.
Connie Hall
Jun 07, 2022
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.
Rita Johnson
May 10, 2022
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.
Wendy Hossell
May 06, 2022
This company are trying to charge for a service I actually didn't want and they didn't listen to what we said and then got things wrong.after having a further meeting it was advised they where not going to charge now they have tried to go back on their word! They gave advice on things we knew already! We wished I had never stepped foot in the place!
Andrew Turnbull
May 28, 2021
Friendly, professional and very helpful. They look for what's best for you and most importantly, they tell you what you need to hear. Not cheap but good advice rarely is.
Amanda Kelly
Dec 06, 2020
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.
Geoff Edwards
Aug 06, 2020
We joined JR 6 years ago, initially all seemed fine, but it seems to us in the last couple of years they are putting their own interests first (I fully accept Brexit has had a big impact), we have had little or no interest gained on our account, whilst that is an issue our bigger concern is the lack of communication & at times extremely bad communication especially if we want something from them!

We are currently seeking to invest somewhere else, we are aware that they have been changing other customers accounts which allegedly are doing fine, but when we have mentioned this their comment was 'we will talk about it at the next meeting'!
Martin Callaghan
Oct 29, 2019
The whole discussion of possibly transferring my final salary pension was a very enjoyable, informative, professional experience. I cannot praise highly enough both Christine and Anthony for their diligence In explaining thoroughly our options. Their consideration and attention to details whilst planning our financial future, left no stone unturned, so that we could have confidence in knowing we had all of the information required to make our decision. I look forward to working with them in the years to come.
Gary Parle
Feb 25, 2019
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'Sullivan
Jan 01, 2019
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.
Julie Oakes
Dec 21, 2018
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.
Dave Redwick
Nov 07, 2018
Friendly and welcoming staff. Very impressive work premises, comfortable and relaxed atmosphere. Well informed advisors that listen to what you want to do with regards your pensions and retirement, then help you choose the best way forward to achieve your goals. We have been with them for one year now and have always found them willing to listen to any concerns or questions that have arisen and they have taken all the time reqiuired to address these and explain any aspect of our investment that we have not initially fully understood.

It is a very daunting and important decision when deciding on investment, particularly with pensions but their professionalism and knowledge certainly gives us confidence for a long and happy future working relationship.
Stephen Coates
Jul 26, 2018
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.