Independent Pension Advice and Retirement Planning
"They look after us, not just our money"
Our unique Plan Happy process will show when you’ll have enough to retire. On average we help our clients retire 5 years before normal retirement age.Find out when you can retire
We're a 50+ team of Independent Pension Advice and Retirement Planning Specialists in Teesside and Newcastle. Our job is to help you avoid financial risks, minimise tax and make the right choices for your money. Click the buttons below to find out more.Pension Advice Retirement Planning Final Salary Pension Transfer Advice Pension Drawdown Investment and Savings Advice
Simply tell us the retirement lifestyle you want and we’ll do the money bit to work out how you get there. Let's start to Plan Happy.Show me how it works
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Plan Happy – The Process
Why choose Joslin Rhodes
We’ll work together on retirement planning to get you the future you really want through focusing on all the questions that keep you awake at night, things like:
- Should I transfer my pension?
- Will I have enough to retire?
- Will I always have enough?
Also, as qualified professional Financial Advisers, authorised and regulated by the Financial Conduct Authority (FCA) we’re experts on pension advice, helping people work out what their ideal retirement lifestyle is and how to get there.
And, as independent advisers, you can be sure all advice is right for your needs as we’re not tied to any providers.
Get in touch today to book your free, no-obligation consultation and let’s see if we can get you the retirement you deserve.Book your free consultation
We've been given the confidence to live the lifestyle we want without worry.
Luke took the time to get to know me and my circumstances. He explained everything in an easy way so I felt comfortable.