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Client feedback: Joslin Rhodes Lifestyle Planning Ltd

by Mar 7, 2026Client Feedback

Bob Evans provides invaluable support to Joslin Rhodes in his capacity as a Fractional CFO.

He works closely with the leadership team to bring greater clarity and structure to the company’s financial management.

One of Bob’s most significant contributions is the considerable improvement in the quality and reliability of our financial records. He introduces stronger financial controls and reporting processes, enabling the management team to make decisions based on clear and accurate financial information.

Bob also plays a key role in restructuring elements of the company’s finances, helping us better manage cash flow and financial commitments while positioning the business for sustainable growth. His strategic perspective and calm, pragmatic approach prove extremely valuable.

In addition, Bob has overseen the migration of our accounting systems, ensuring that the transition is handled smoothly and that the new platform delivers improved visibility, efficiency and financial insight.

Overall, Bob brings a combination of strategic thinking and practical financial expertise that makes a real difference to the business. I would not hesitate to recommend him to other organisations seeking experienced fractional CFO support.

Abi Parker, Head of Business Services
Joslin Rhodes Lifestyle Planning Ltd

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Bob Evans at Insight-FD
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