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Kate’s Journey to PlanHappy

Kate’s Journey to PlanHappy

See what PlanHappy did for Kate

What was it that made you come to Joslin Rhodes?

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.

What were your expectations and how did it help?

See why Kate now thinks she should have done it years ago and how a structured journey helped

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

Find out what Kate has to say about controlling your own destiny and why she thinks it’s worth a conversation.

Latest blog articles

 All the latest and most recent articles and information related to pensions, investments and retirement planning in one easy place.  

Meet the Team: In Conversation With... As a child I actually always wanted to be a policeman, even going so far as to study criminology at university. However, my career path went in a completely different direction and I can honestly say I’ve never looked back. Read More Joslin Rhodes customer enjoying his retirementEvery Day's a Holiday Meet Willie and find out why he decided to seek financial advice. Read More Jumping into retirement with both feetJump into retirement with both feet How did PlanHappy help Jim & Jan do the things they’ve always wanted. Read More Kate discussing her Planhappy journeyKate'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 cold callerPension Cold Calling Banned It’s now illegal for anyone to make unsolicited cold-calls to you regarding your pensions. Treasury Minister John Glen described cold calling as the "most common method" to begin pension fraud. Read More

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