Independent Pension Advice and Retirement Planning

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.

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