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

Rated 4.8 out of 5 by our clients on VouchedFor

Our expertise...

As independent pension advice and retirement planning specialists, you’re in the right place to get what you need. Click the buttons below to find out more.

Pension Advice Retirement Planning Final Salary Pension Transfer Advice Pension Drawdown Investment and Savings Advice

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.

icons showing retirement lifestyle options

Show me how it works

What would you like from your future?

Maybe it’s more holidays, maybe it’s more time with the family, whatever your choice tell us what’s most important to you.

Holidays

Helping my family

Home improvement

Future security/care

What worries you about retirement?

Most people have some worries when it comes to retirement, what’s yours? Let’s see how we can help.

Running out of money

I don't understand enough to make the right choice

Market conditions changing

Plan Happy – The Process

Tell us what matters most to you

We’ll explore your options together

Then plan for the future you really want

Show me more

Real stories

Helping Bryan and Sue Plan Happy

It Was All About The Numbers

Why choose Joslin Rhodes

Authorised and regulated by the Financial Conduct Authority (FCA)

Independent and impartial whole of market advice

Managing over £120m of client funds

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.

Show me when I can retire

We've been given the confidence to live the lifestyle we want without worry.

Helen & Paul

Luke took the time to get to know me and my circumstances. He explained everything in an easy way so I felt comfortable.

David