Independent Pension Advice and Retirement Planning Specialists
So you can live your retirement dream.
Are you stuck wondering if you can afford to retire?
Well don’t worry, that’s where we come in.
By focusing on the important questions, we’ll help you answer things like:
- Can I retire and still afford to do the things I enjoy?
- Can I retire early?
- Will I always have enough?
- Should I take my pension into drawdown?
- Can I get savings and investment advice?
- Can I make sure my loved ones are looked after when I'm gone?
- Should I transfer my pension?
By finding out how to use your assets to fund the retirement you want, you could get the peace of mind you’re looking for.
What you’ll get
Let’s face it retirement planning and pension advice can be a minefield, especially when this retirement thing has crept up on you.
As well as answers to your questions, you’ll get a team of independent pension advice and retirement planning experts available online and in the office all working for you.
You’ll get help with ways to avoid financial risk, minimise tax and make the right choices for your money.
Journey to your happy
Step 1
Explore & Plan
You delve into what makes you happy. We’ll work out how to get you there, financially speaking. Our expert team will research your existing assets and show you how they can be used to get you the lifestyle you want.
Step 2
Specify & Build
You’ll get fully independent advice and recommendations on all the financial products required to achieve your plan. Then once agreed, we’ll implement your plans and any products needed.
Step 3
Protect
We’ll talk with you about protecting your assets for the future and identify any estate planning issues. When you’re happy everything’s covered, we’ll draft all the documents you need.
Step 4
Update & Improve
Each year we’ll review where you are now, where you want to be and make any improvements needed to get you there. This gives you the continued comfort of knowing you’ve enough for the life you want.
Don’t take our word for it…
Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…
Why choose Joslin Rhodes?
Over £190 million
We're trusted to manage over £190 million of our clients funds
FCA Regulated
We're authorised and regulated by the Financial Conduct Authority
Proven Process
The unique PlanHappy Lifestyle Financial Planning process has been specifically designed to help you get what you want
Talk To The Experts
Ready to talk? Our friendly team are here to help.
Simply pop a few details into the form and we'll be in touch.
Real Advice, For Real People
We'll show you:
- When you can afford to retire
- How much money you'll need in retirement
- How to make the most of your pensions and other assets to fund your lifestyle
4.9 out of 5 stars on VouchedFor
"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing..."
Mr. W
