Neil Parker
CEO
Joslin Rhodes
Northallerton
neil.parker@joslinrhodes.co.uk
First a chef and then a civil engineer by training, I founded Joslin Rhodes in 2001 and I am proud to have built a great team from great local people. Using the Lifestyle Financial Planning philosophy I built Joslin Rhodes into a regional practice in the North East of England with over 50 staff, a turnover of £5m and over £200m of clients funds under management – illustrating the power of great Lifestyle Financial Planning!
I founded the PlanHappy Lifestyle Financial Planning Academy in 2017. It was born out of a frustration that Lifestyle Financial Planning was an intangible concept for many advisers who were inspired about WHY they should be delivering great lifestyle financial planning but struggled to implement the HOW in their own business. I was inspired to design and develop a great, structured and repeatable process for delivering lifestyle financial planning. I segmented the Lifestyle Financial Planning process into a series of stages. Each stage was then broken down into modules for each step of the process with video guides and best practice documents in an easy to follow format.
Now, the PlanHappy team are working on a supporting Case Management System with in-built automation for Lifestyle Financial Planning reports launching Spring 2021.
Check it out https://planhappyacademy.co.uk/
Email hello@planhappy.co.uk for info.
