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Stockton based financial advice business, Joslin Rhodes invests in the community


A Teesside financial advice business has launched a series of free estate and retirement planning workshops which are set to benefit the local community.

Joslin Rhodes, based in Stockton, will host the next intimate event on Wednesday 16th September at the Treebridge Hotel in Middlesbrough. Locals are encouraged to book as soon as possible.

The estate planning workshop aims to help people within the local community make informed decisions to ensure their estate is protected and distributed in line with their wishes after they have gone. This usually surrounds power of attorney, inheritance tax, wills and care fees. People aged 60 and above are encouraged to attend from 2pm – 3.30pm.

Later on from 6pm – 7.30pm, the retirement planning workshop will mainly focus on calculating retirement funds and is aimed at people aged 50 and above. It will also touch upon the state pension and how it can improve lives before the age of 65, new pension freedoms, tax solutions, life savings and more.

Both events will consist of a ‘Who Wants To Be A Millionaire?’ style interactive presentation and each attendee will have the opportunity to speak with a qualified financial planner about their own individual situation.

Speaking about the workshops, Karen Parker, operations manager at Joslin Rhodes, said: “We love getting out into the community and helping people understand what can be quite a complex area.

“Through these workshops we are hoping to dispel the common myths surrounding estate planning and help people live the lives they want to through a secure retirement plan.”

Following the workshops on Wednesday 16th September, the next are on Thursday 15th October at Gisborough Hall and Thursday 12th November and Wednesday 27th January at Preston Park. To book your free place call 01642 52 5511 or email Karen.parker@joslinrhodes.co.uk

Joslin Rhodes specialises in lifestyle financial planning, helping people lead the life they want. For more information visit http://www.joslinrhodes.co.uk/

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