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opening up about your finances happy retirement
13 Nov
News & Insight

Opening up about your finances is the first step to a happy retirement

  • January 28, 2021
  • By author-avatar jradmin
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Speaking to someone about your financial situtation is the best way to get you on the road to retirement

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joslin rhodes - were still here for you during covid
05 Nov
News & Insight

We’re Still Here

  • February 2, 2021
  • By author-avatar jradmin
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It’s fair to say that we’re living through unprecedented times and all have to do our bit to get through the Coronavirus pandemic.
We just wanted to issue a message that says we’re still here and not going anywhere, despite the current situation.

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covid 19 woman and man wearing mask retirement
07 Oct
News & Insight

How will a COVID-19 second-wave impact pensions?

  • February 23, 2021
  • By author-avatar jradmin
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With a second wave looming how will it impact your private pension?

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what is plan happy neil talking
26 Mar
Ask the Experts, Investment and savings advice, News & Insight, Pension Drawdown, Pension Transfer

Market Movement – The Fox and the Hedgehog

  • January 28, 2021
  • By author-avatar jradmin
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When it comes to market reaction, find out why it’s better to be a hedgehog than a fox with investments and how to use this to help your investment strategy.

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were in the toon
24 Mar
News & Insight

PLAN HAPPY’s in Toon

  • January 28, 2021
  • By author-avatar jradmin
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Bringing Happiness to Newcastle
We’ve come a long way from our 2007, one man and an admin assistant, beginning.

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josln rhodes team staff photo
24 Mar
News & Insight

We’ve Been Nominated

  • January 28, 2021
  • By author-avatar jradmin
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We’ve been nominated for the Best Financial Adviser to Work for award at the Professional Adviser Awards 2019.

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joslin rhodes office
23 Mar
News & Insight

A Year of Growth and Development

  • January 28, 2021
  • By author-avatar jradmin
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Joslin Rhodes has been operating in Teesside since 2007 and started with one man and an admin assistant.
Since then Founder and CEO, Neil Parker has taken the firm on a journey few, if any, financial advice organisations get to experience.

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pension col caller on iphone
24 Feb
News & Insight

Pension Cold Calling Banned

  • February 5, 2021
  • By author-avatar jradmin
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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.

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We'll 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

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

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Preston Farm,
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TS18 3TA

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Joslin Rhodes Pension & Retirement Planning is a trading name of PlanHappy Investment Management Limited (company number 09511883) which is authorised and regulated by the Financial Conduct Authority, firm reference number 833492. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed.

PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle Financial Planning Limited (company number 484324) which authorised and regulated by the Financial Conduct Authority, firm reference number 06446109. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

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  • What We Do
    • Retirement Planning Advice
    • Independent Pension Advice
    • Pension Drawdown
    • Final Salary Pension Transfer Advice
    • Investment and Savings Advice
    • Estate Planning Advice
    • Book your free online meeting
  • How We’ll Help
  • Who We Are
    • Meet The Team
  • Blog
  • Contact Us
    • Book my free consultation
    • Meeting Options
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