Meet the team

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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…

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Independent Financial Advisors - Our experts can advise you on:

  • 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
  • Pension Drawdown
  • Annuities
  • Taking Your Tax Free Lump Sum
  • Tax Efficient Pension Withdrawals
  • Equity Release Advice
  • Will Writing
  • Lasting Power of Attorney
  • Care Fees Planning

Want to discuss your pension options?

Why choose Joslin Rhodes?

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Over £190 million

We're trusted to manage over £190 million of our clients funds

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FCA Regulated

We're authorised and regulated by the Financial Conduct Authority

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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:

  • Alex interviewWhen you can afford to retire
  • Alex interviewHow much money you'll need in retirement
  • Alex interviewHow to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

Alex interview

"I cannot find fault with the service we received. From the warm yet professional welcome to the finanical adive we were given. Yo as a company should be proud of the service you are providing"

Mr. W