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
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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
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
Plan Happy – The Process
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.
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
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. Based in the North East, we look after clients from Teesside, Newcastle, County Durham, Sunderland, Northumberland, North Yorkshire and beyond.Book your free consultation