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Independent Pension Advice and Retirement Planning

Wondering if you've enough to retire?

Our Plan Happy process will show when you’ll have enough. On average, our clients retire 5 years earlier than they thought they could.

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5 stars

Rated 4.9 out of 5 by our clients on VouchedFor VouchedFor: Financial Advisors - Solicitors - Accountants

Our expertise...

We're a 60+ 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 Investment and Savings Advice Pension Drawdown

Your future...

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.

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Struggling to work out if you’ll have enough money for the retirement lifestyle you want?

That’s where we come in...

Using our unique PLAN HAPPY process we’ll work together on retirement planning to get you the future you really want by focusing on all the questions that keep you awake at night, things like:

Well, don’t worry, at Joslin Rhodes we’re experts at helping you make the most of your pensions, savings and investments to live the life you really want. 

Also, as qualified professional Financial Advisers, authorised and regulated by the Financial Conduct Authority (FCA) we’re pension advice specialists. As independent advisers, you can be sure all advice is right for your needs as we’re not tied to any providers.

Based in the North East, we look after clients across Teesside, Newcastle, County Durham, Sunderland and beyond.

Book your free, no-obligation consultation and let’s see if we can get you the retirement you deserve.

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We’ve Got the Pension Transfer Gold Standard

Set up by the Pension Advice Taskforce, we’ve been awarded the Gold Standard, which helps you recognise good practice, ethical and professional standards when looking for pension transfer advice.

As Gold Standard holders, we’re committed to helping you clearly understand whether transferring your Defined Benefit (Final Salary) pension is right for you.

Pension Transfer Gold Standard Logo

What’s even better, the Gold Standard is accredited by the Financial Conduct Authority (the UK financial advice regulator) and the Personal Finance Society (the body for the UK financial advisory profession).

For more on the Gold Standard, download the Pension Advice Taskforce guides:

Download the short guide

Download the long guide

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