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BEST RATED STOCKTON ON TEES, UK FINANCIAL SERVICES

3 Best Financial Services in Stockton On Tees, UK

Expert-recommended Top 3 Financial Services in Stockton On Tees, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Joslin Rhodes
Joslin Rhodes
Joslin Rhodes
8+ YEARS IN TBR
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JOSLIN RHODES

(4.9 Score)
The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees TS18 3TA, UK Directions

Since 2001

Speciality:

✓ Pension Advice ✓ Retirement Planning ✓ Estate Planning ✓ Pension Drawdown and Annuities ✓ Pension Consolidation ✓ SIPP and Private Pension Advice ✓ Defined Contribution Pensions ✓ Final Salary Pension Transfer Advice ✓ Lifestyle Financial Planning ✓ Cash Flow Modelling ✓ Investment Management ✓ Inheritance Tax Planning ✓ Will Writing Services ✓ Will Reviews ✓ Lasting Power of Attorney ✓ Care Fees Planning ✓ Property Trusts ✓ Pension Trusts ✓ Savings Trusts

“Joslin Rhodes has a team of financial planners, technical paraplanners and support staff, all working on getting you the future you want. Neil Parker is the CEO and Founder of Joslin Rhodes. For over 20 years, their local team of specialist pension & retirement planning advisers have helped thousands of people make sense of their options. You can also register for one of their free workshops. They are authorised and regulated by the Financial Conduct Authority, the UK’s financial services regulator. The firm combines life coaching and financial advice to help you use your assets to achieve your desired goals. They are here to assist you in getting the future lifestyle you want, whether water skiing in exotic locations or relaxing at home. Their friendly team are here to answer your questions and build a clear financial plan for the life you want. Joslin Rhodes offers a free consultation to all its clients.

2025 Update: They serve over 1,100 local clients. They provide independent financial advice. Their unique PlanHappy Lifestyle Financial Planning approach focuses on what really matters, not just figures and forecasts, but how you want to live.”

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Registration 06446109

Contact:

01642 52 55 11

Mon-Thu: 9am - 7pm
Fri: 10am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Holistic Finance Ltd
Holistic Finance Ltd
9+ YEARS IN TBR
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HOLISTIC FINANCE LTD

(4.8 Score)
Gloucester House, 72 Church Road, Stockton on Tees TS18 1TW, UK Directions

Since 2014

Speciality:

✓ Mortgage and Protection ✓ Wills and Estate Planning ✓ Holistic News ✓ Retirement Planning ✓ Pension Reviews ✓ Investments ✓ Generational Planning ✓ Remortgage ✓ Purchases ✓ Buy to Let ✓ Mortgage Protection ✓ Life Insurance ✓ Income Protection ✓ Wills ✓ Trusts ✓ Lasting Powers of Attorney ✓ Probate

“Holistic Finance Ltd. is a local, family-run firm that is led by Kevin Hepplewhite. The firm provides independent financial advice to help you make the economic decisions that matter to you. Their team focuses on the customer's financial freedom. The advisors take a 'Whole of Market' approach when considering the most useful financial planning advice for you. Holistic Finance Ltd. offers a free, no-obligation consultation to all its clients. They have satisfied clients throughout the North East, including Stockton, Middlesbrough, Darlington, Durham, Sunderland and Newcastle.

2025 Update: They are authorised and regulated by the Financial Conduct Authority. They can search for the best options for you from across the market as they aren't tied to specific providers.”

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Registration 09136730

Contact:

01642 265465

Mon-Fri: 9:15am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Prismatic Wealth
10+ YEARS IN TBR
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PRISMATIC WEALTH

(4.8 Score)
Prismatic House 26 Falcon Court, Preston Farm Business Park, Stockton on Tees TS18 3TX, UK Directions

Since 1987

Speciality:

✓ Auto Enrolment ✓ Charity Investment Advice ✓ Pensions ✓ Savings and Investments ✓ Protection ✓ Employee Benefits ✓ Final Salary Transfers ✓ QROPS

“Prismatic Wealth has over 40 years of experience providing practical financial planning advice to individuals and businesses in the North East and further afield. They are a firm of fee-based, wholly Independent Financial Advisers, providing valued financial planning advice across a wide range of services, specialising in pensions, investments, employee benefits, savings and protection. They aim to help individuals and businesses achieve their financial goals. Their approach is straightforward. They are committed to putting clients at the heart of everything they do and to developing long-term relationships with their clients. They are authorised and regulated by the Financial Conduct Authority. They offer a full lifestyle financial planning service focusing on both your financial and life goals. Through their corporate financial planning service, they provide tailored packages to grow and protect your business based on its unique needs. At Prismatic Wealth, they pride themselves on the friendly and approachable nature of their advisers and staff, and on playing an integral part of the local community.

2025 Update: They are located in Swift House.”

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Registration 08248348

Contact:

01642 661600

Mon-Thu: 9am - 5pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

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JOSLIN RHODES REVIEWS

Went into Joslin Rhodes not intending to retire just get some advise , After a friendly informal meeting and providing all my pension information I had , a meeting was set up for a more informative meeting, after listening to all the options open to me I decided to hand in my notice the same day. I know not everyone is in the same position as we were, to be honest we did not realize what we could take out of our pension each month till we talked to Joslin Rhodes .I have no regrets about retireing early , We have at least one meeting a year to find out how our money is doing, when I say meeting it's like meeting friends for coffee and a catch up , all the staff are fantastic, the staff all appear to be happy and chilled out , I think this gives us confidence that the right people are looking after our money, I know through the place that I worked at that some companies charge less commission, but listening to how they are treated after joining company I much prefer how we are treated and consulted, When we first went to Joslin Rhodes they offered the first meeting free , so to be honest book that meeting and let them advise you what action is open to you. Many Thanks.

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.

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.

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HOLISTIC FINANCE LTD REVIEWS

Well what can I say they all all superb, 100% excellent service. My pension turned out to be a nightmare from start to finish but Kevin and the team where there all the way. My Pension transfer was made more complicated as I live in Spain and there was only one company who could access my risk for a pension drawdown, this took forever!!! Started about the April of 2020 and everything was finalised in January 2021, talk about a stressful year but Kevin and the girls where always there at the end of the phone, I couldn't have done it without them . I laughed and cried with stress and the unbelievable amount of paperwork that was sent my way but Kevin was the link to keep me sane . Thank you Kevin and the girls, I would recommend you to anyone over here in my situation that I ever speak to and my ex colleagues should they ask Thank you Amanda & Robert.

I have used Holistic Finance Ltd for the past 3 years to manage my drawdown pension When I was thinking of retirement, I checked the govt website and this led me to Holistic Finance. I spoke to Kevin who was brilliant and went through all my options and made everything, from moving my work pension, to advising on the right investment portfolio for me. Holistic have delivered good returns year on year, though 2022 has been tough for markets globally. My risk profile and options are reviewed annually and Kevin is always there to talk to if I need advice. I cannot recommend them highly enough. This is a solid , trusted firm with great people.

We have been very happy with the professional friendly service provided by Kevin and his team. Our financial advice and investment plan are second to none and have provided us with a portfolio that has outperformed our previous investments. We would highly recommend using Holistic for your financial and investment requirements.

PRISMATIC WEALTH REVIEWS

With over £100 million of funds under management, Prismatic Wealth can boast an enviable reputation in investment management. They provide tailored packages to grow and protect your business based on its unique needs.

The team were absolute stars. A simple process that took the worry out of my retirement funding.

Nice people friendly and informative good to deal with

TBR® Inspection Score Report

JOSLIN RHODES Total Inspection Points: 117/120
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Acknowledgements: 10
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Pricing: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

HOLISTIC FINANCE LTD Total Inspection Points: 116/120
Business Hours: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PRISMATIC WEALTH Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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