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.Book your free consultation
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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
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:
- Can I retire and still afford to do the things I enjoy?
- Should I transfer my pension?
- Can I retire early?
- Will I always have enough?
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.Book your free consultation
Book your free consultation
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