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Joslin Rhodes Franchise
With Joslin Rhodes you will learn how to create your own six-figure business and make a real difference to the lives of people in your exclusive area. You don’t necessarily need financial services experience as full training is part of your franchise package.
Franchise Information
  • BFA Membership Status-
  • UK Years EstablishedNew Launch
  • Current UK Coverage5%
  • Franchisee Support Staff60
  • Personal Investment Req.£42,000
  • Total Startup Cost£60,000 approx
  • Office-based business locationYes
  • Business to consumer servicesYes
Next Steps
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Be Your Own Boss With A Recurring Income Stream.

An opportunity that provides you with an estimated
annual income of £200K in just 2 years.

Joslin Rhodes is a Joslin Rhodes Business that offers life coaching, financial planning and financial advice into one holistic, ongoing service. By using their proven business model, you will own a business that not only creates sustainable growth on recurring revenue, but value for the future too.

For over ten years Joslin Rhodes have become experts in helping thousands of people get the retirement they want. With a proven system that’s been developed over many years by CEO and founder Neil Parker, the Joslin Rhodes Franchise powered by PlanHappy really is a model that works.

It’s a way to show people what everything means and how they can make decisions on what to do with their assets. Essentially, it’s about empowering people to get what they want. The PlanHappy process gives them this by calculating how they can use their assets to pay for the lifestyle they want.

Joslin Rhodes Business | Independent Financial Advisor Franchise

The Joslin Rhodes Business Opportunity:

Joslin Rhodes are fully authorised and regulated by the Financial Conduct Authority (FCA) and hold the additional permissions to advise on Defined Benefit/Final Salary pension transfers. By becoming a franchise partner with them you will be accessing a breadth of knowledge, experience and a guaranteed business model.

Joslin Rhodes Business | Independent Financial Advisor FranchiseWith fantastic training and support, Joslin Rhodes will fund the cost of qualifying you as an Independent Financial Adviser, you will hold a degree equivalent Diploma in Financial Planning.

Further, you will be supported all the way through setting up your business and they will give you everything you need to make your business a success.

Franchisees work with clients at, or approaching, retirement helping them to work out how to use their pensions, savings and investments to get the lifestyle they want. Including support from a team of 60+ Paraplanners, Client Onboarding, Client Services, Business Support and Marketing professionals, you’re never alone.

This not only results in a sustainable business model, but means they are doing all the hard background work, so you can concentrate on building your business and your income.

Why choose the Joslin Rhodes Business Opportunity?

Joslin Rhodes will be with you every step of the way, helping you launch, operate and grow your Financial Advice and Planning Business. The opportunity provides you with:

  • A RECURRING INCOME STREAM

    • Every new client provides you with ongoing revenue for managing their investments
    • Genuine six figure earning potential with est. annual income of £200K in just 2 years
    • Build real value in your business with the option to sell
  • A PROVEN BUSINESS MODEL

    • Founded over 10 years in multiple location
    • Get a feel-good lifestyle business and real job satisfaction
    • Free yourself from corporate stress and politics
  • COMPREHENSIVE TRAINING & ONGOING SUPPORT

    • Full training programme including regulatory and industry professional qualifications
    • All technical work is handled by dedicated teams at Joslin Rhodes HQ, leaving you free to focus on your clients
    • Marketing packages and support to generate sustainable enquiries for your business

Could you become a Joslin Rhodes Business Owner?

Franchise partners come from many different industries and backgrounds, and you don’t necessarily need financial services experience as full training is part of your franchise package.

Joslin Rhodes Franchise | Financial Advice and Planning Business

You will need to be someone who thrives on learning and using financial planning to help people get the lifestyle they want.

With Joslin Rhodes you will learn how to create your own six-figure business and make a real difference to the lives of people in your exclusive area.

You will need to sign-up to and follow their core values, raise the finance to fund your franchise and excite their directors with your enthusiasm, willingness to learn and desire to change people’s lives for the better.

Find out more about the Joslin Rhodes Business opportunity and becoming part of a successful Independent Financial Advisor Franchise. Click below now!

What Our Franchisees Say

It’s a very demanding career with lots to learn when you’re starting out, but ultimately very rewarding. You really can help change peoples lives for the better.


Don't be put off by the idea of a new field, if you enjoy meeting new people and helping them achieve the lifestyle they want, it might well be for you.


Why Choose Us

We will pay for you to become a qualified Independent Financial Adviser, so you’ll have a degree level Diploma in Financial Planning.

Build real value in your business with the option to sell

Get a feel-good lifestyle business and real job satisfaction

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