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Joe and Lorraine PlanHappy

Joe and Lorraine PlanHappy

Joe and Lorraine PlanHappy

Watch Joe and Lorraine’s videos below

What was it that made you come to Joslin Rhodes in the first place?

We chatted to Joe and Lorraine about their experiences with Joslin Rhodes, what brought them to see us and how the PlanHappy retirement planning not only helped them get the future they want but continues to help them. Plus, find out about the fun way they plan their holidays…

How did the PlanHappy process help answer your questions?

Find out how Joslin Rhodes’ exclusive PlanHappy process gave Lorraine and Joe the confidence to life the life they wanted.

What does the future look like for you?

Find out how Lorraine and Joe plan their holidays and why Joslin Rhodes has made them happy.

Real Stories

 Want to know more about the kind of people we help?
Here’s some of our clients – see what they have to say about
the service and results they got from working with us. 

Joslin Rhodes customer enjoying his retirement Every Day's a Holiday Meet Willie and find out why he decided to seek financial advice. Read More Jumping into retirement with both feet Jump into retirement with both feet How did PlanHappy help Jim & Jan do the things they’ve always wanted. Read More Kate discussing her Planhappy journey Kate's Journey to PlanHappy We chatted with Kate about her experiences with Joslin Rhodes, why she chose us over other financial advisers and what she has to say about controlling your own destiny. Read More Retired couple walking through a field It Was All About The Numbers The Manyweathers came to us specifically looking for the best possible return on their investments. Security and trust were their top priorities. Read More It’s About Time The couple are now looking forward to the future without worrying about running out of money, happy that everything is being handled by experts. Read More

We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.

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