Joslin Rhodes
Joslin Rhodes is an independent financial advisory firm based in Middlesbrough, specialising in pension and retirement planning. They provide financial advice to assist clients with retirement planning.
- Tax Planning
- Will Writing
- Pension Advice
- Retirement Planning
- Investment Management
- Estate Planning Services
- Lasting Power of Attorney
Locations
Digital Popularity
Popularity over time
Competitors
Atherton York is a Chartered Financial Planning firm that provides independent financial advice for individuals and businesses.
Morrell Financial Management Ltd is an independent financial advisory firm dedicated to helping clients make informed decisions about their finances.
Harold Stephens is an independent financial advisory firm based in Bristol, specialising in later life financial planning and estate management.
Company Details
Joslin Rhodes is operated by Joslin Rhodes Lifestyle Financial Planning Limited and is a Active company incorporated on 5 December 2007 with the registered office located in Stockton-on-Tees, County Durham. Joslin Rhodes Lifestyle Financial Planning Limited was registered 17 years ago.
Status
Active
Size
Small
Directors
2
Age
17 years old
Employees
21
Turnover
Unreported
Total Assets
£1.49M
Cash in Bank
£347.9K
Total Liabilities
-£609.36K
Teams
24
13
11
5
4
Founding CEO • Joined Jun 2001
Paraplanner Manager • Joined Nov 2022
IT Manager • Joined Apr 2022
Junior Marketing Executive • Joined Oct 2024
Finance Director • Joined May 2024
Head Of Finance • Joined Feb 2022
Head Of Technical • Joined Jan 2016
Head Of Sales Operations • Joined Apr 2024
Social Media & Events Manager • Joined Aug 2022
Sales And Client Relationship Manager • Joined Jul 2023
Founding CEO • Joined Jun 2001
Paraplanner Manager • Joined Nov 2022
IT Manager • Joined Apr 2022
Finance Director • Joined May 2024
Head Of Finance • Joined Feb 2022
Head Of Technical • Joined Jan 2016
Head Of Sales Operations • Joined Apr 2024
Sales And Client Relationship Manager • Joined Jul 2023
Client Administrator
Financial Advisor • Joined Feb 2023
Paraplanner • Joined Sep 2019
Finance Director • Joined May 2024
Head Of Finance • Joined Feb 2022
Investment Platform Administrator • Joined Oct 2024
Financial Advisor • Joined Feb 2023
Trainee Financial Planner • Joined Sep 2024
Trainee Paraplanner • Joined Oct 2021
Trainee Paraplanner • Joined Apr 2023
Financial Planner
Financial Planner • Joined Nov 2024
Junior Marketing Executive • Joined Oct 2024
Social Media & Events Manager • Joined Aug 2022
Junior Multimedia Designer • Joined Dec 2024
Digital Marketing Specialist • Joined Sep 2020
Administrator • Joined Sep 2023
Client Administrator
Investment Platform Administrator • Joined Oct 2024
Human Resources Administrator
Client Services Administrator • Joined Aug 2024
View 24 members