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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

Next Eventasdasd

Free Workshop: How to Retire on Your Terms

  • 26 September 2019
  • 6pm-7pm
  • Horton Grange Hotel
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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.

icons showing retirement lifestyle options Show me how it works
5 stars

Rated 4.8 out of 5 by our clients on VouchedFor VouchedFor: Financial Advisors - Solicitors - Accountants

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

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.

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.

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:

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

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

Real stories

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

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Pension Calculator

This pensions calculator is a useful tool which can help you understand your future pension income.

Pension calculator

pensions calculator is a useful tool which can help you understand your future pension income.

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