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Pension Advice & Retirement Planning in the North East

  • UK Pension Planning Experts
  • FCA Regulated Advice
  • Established Over 20 Years
  • Award-Winning Local Business

Joslin Rhodes – financial advisers, helping people plan their Pensions & Retirements in the North East.

Our award-winning team of Pension & Retirement Specialists, based in the North East, is ready to help you enjoy the retirement you’ve always dreamed of. We’ll give you the peace of mind that comes from knowing everything is in hand and that your future is secure.

Unlike traditional Financial Advisers, our approach is centred around you – not just the figures. Using our unique PlanHappy Lifestyle Financial Planning Process, we’ll explore what matters most to you in retirement and why it’s important. Then, we’ll craft a personalised Financial Plan to guide your financial decisions.

We offer a full range of services, from Pension and Retirement Planning to Estate Planning and Equity Release. As FCA-regulated Financial Advisers, we can also manage your existing investments or help set up new ones.

If you’re after ‘Real Advice, For Real People’, reach out to us today.

Joslin Rhodes - Retired couple smiling and enjoying a boat trip together.

Pension Advice

Planning for retirement can be complex, but with the right pension advice, you can secure a comfortable future. At Joslin Rhodes, we provide expert pension advice services tailored to your unique financial goals.

Retirement Planning

Retirement is a time to relax and focus on the things you love. But to fully embrace your new life after work, you first need to have a solid Financial Plan in place.

Estate Planning Advice

Estate Planning, or ‘Protect’ as we call it, is more than just having a will—it’s about safeguarding your assets and making sure that your loved ones are taken care of after you’re gone.

Areas of the North East we service:

Joslin Rhodes
The Planning Rooms
Wellington Court
Preston Farm
Stockton on Tees
TS18 3TA

Why choose Joslin Rhodes?

Independent Financial Advice

We’re not tied to specific providers, meaning we’ll find the best options for your Pensions from across the market.

Authorised & Regulated

We’re authorised and regulated by the Financial Conduct Authority, the UK’s Financial Services regulator.

Proven Process

The unique PlanHappy Lifestyle Financial Planning Process is the cornerstone of our service and has been specifically designed to ensure we get you what you want.

Don’t just take our word for it…

Meet some of our clients and see what they think of us.

Ready to Talk?

Our friendly team are here to help. Simply pop a few details into the form and we’ll be in touch.

Let’s 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