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Julie and Garry’s PlanHappy Journey

Julie and Garry’s PlanHappy Journey

Julie and Garry’s PlanHappy Journey

Find out what PlanHappy did for Julie and Garry

Why did you choose Joslin Rhodes in the first place?

Find out what happened when Julie and Garry tried to work out their own retirement plan and why they then chose Joslin Rhodes to help them.

Did you have any fears and worries you wanted answering when you first came in?

See what Julie learned about asking the ‘right’ things, why she emailed a huge list of questions to her planner and how choosing to work if you don’t have to is a revelation.

How did the PlanHappy process help you?

Find out what Julie and Garry realised their lives revolved around and why it’s difficult to change this mindset, what they argued over in their meeting and why a structured roadmap of what to do in the future was just what they were looking for.

What would you say to anyone thinking of coming to see us?

Find out what Julie and Garry think is good value for money, what they felt we cared about and how they started out not having a clue but now thoroughly recommend getting a professional.

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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