Joslin Rhodes Lifestyle Financial Planning Limited

Name: Joslin Rhodes Lifestyle Financial Planning Limited
Address: The Planning Rooms Unit 6, Wellington Court, Stockton-on-Tees, Durham, TS18 3TA, GB
Telephone: 01642 525511
Price range: $$
Rating: 4.3

aka PlanHappy Pension Specialists, Joslin Rhodes, Joslin Rhodes Lifestyle Financial Planning Limited

Authorised FRN 484324 4.3 (38)

About

Friendly, local financial advice in Teesside. We help you plan for retirement, understand your Pension, and live life confidently on your terms.

Source: joslinrhodes.co.uk/?utm_source=google&utm_medium=local&utm_campaign=Stockton

Contact & Location

Address

The Planning Rooms, Wellington Court, Stockton-on-Tees TS18 3TA, UK

More advisers in Stockton-on-Tees

Phone

01642 525511

Website

joslinrhodes.co.uk/?utm_source=google&utm_medium=local&utm_campaign=Stockton

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Opening Hours

Monday9:00 AM – 7:00 PM

Tuesday9:00 AM – 7:00 PM

Wednesday9:00 AM – 7:00 PM

Thursday9:00 AM – 7:00 PM

Friday10:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 484324
Status: Authorised
Date Authorised: 9 July 2008
Years Authorised: 17 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (19)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Acting as a CBTL Arranger
✓Acting as a CBTL Advisor
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Providing Credit Information Services
✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
✓Debt-counselling
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 06446109
Company Status: Active
Incorporation Date: 5 December 2007
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (18)

Neil Parker
ApprovedCertified
Jeay Kinghan
ApprovedCertified
Georgia May Hearfield
Certified
Christopher Leadbeater
Certified
Tomasz Stanislaw Jajko
Certified
James Burkhart
Certified
Richard Waite
Certified
Hugh Davies
Certified
Kevin Hepplewhite
ApprovedCertified
Michael James Harrington
ApprovedCertified
Louise Catherine Thompson
ApprovedCertified
Michael Anthony Walker
Certified
Matthew David Knight
No longer required
Jordan Nicholas Anderson
No longer required
Stephanie Coates
Certified
Carly Dursley
No longer required
Christine Fox
Certified
Benjamin Luke Watkinson
Certified

Google Reviews

4.3

38 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Stockton-on-Tees, North East
17 years FCA-authorised
20 registered individuals
5 specialisms
19 FCA permissions
CH 06446109

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.