Lucy Thompson's Contact Details

Lucy Thompson's Company Details

Joslin Rhodes Lifestyle Financial Planning

Preston Farm, ENG, UK • 100 - 249 Employees
Financial Services

We're Pension & Retirement Planners with a difference. We focus on our clients as individuals and what they want from life. Then we'll work out how to use their financial assets to get there.We use lifestyle financial planning to determine exactly what our clients want from life. Exploring what they want to do more of, less of, or not at all.Because the answer to these questions is different for everyone, our process is unique to each client.One person's happy ever after could be pottering in the garden or seeing more of the grandchildren. Another's could be bungee jumping in South Africa. Similarly, each person's financial assets are unique to them, whether based on property, pensions, savings or investments. Our job is to map the route from these to happiness.Our initial meeting is no obligation and absolutely no pressure. We ask lots of questions and do lots of listening. We allow our clients the time and space to decide if our service is right for them.Then we'll carefully and clearly explain the technical options available and show clients how our service can help.Joslin Rhodes Pension & Retirement Planning are Autorised and Regulated by the Financial Conduct Authority (FCA). We look after funds and investments long term and provide a Protection service to ensure financial assets are protected in the future. This includes Wills, Trusts and Power of Attorney.We also work with one of the few Pension Transfer Specialists in the area, who are qualified and regulated to offer advice on certain pension types sometimes known as Final Salary or Defined Benefit schemes.As an employer, we are committed to be a great place to work. We want our people to come to work every day feeling fantastic about what we do in an environment that is both professional and comfortable.