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steve speaks about his retirement journey with joslin rhodes beard chair
03 Dec
Real Stories

Steve explains how we gave him the ‘confidence to retire’

  • February 5, 2021
  • By author-avatar jradmin
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Leaving a job after 18 years is never easy but our client Steve made it look like a breeze

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25 Nov
Real Stories

Paul and Julie explain how we helped them retire a decade early

  • February 23, 2021
  • By author-avatar jradmin
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Find out how we helped Paul and Julie retire a decade early

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joslin rhodes clients the coates talking about enjoying retirement and recommending joslin rhodes
29 Jul
Real Stories

I Could’ve Retired Five Years Ago

  • January 28, 2021
  • By author-avatar jradmin
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Find out what made Stephen and Julie choose Joslin Rhodes and how they felt when they were told they could have retired five years earlier than they did.

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ex joslin rhodes clients julie and ary talking about their experience with joslin rhodes
31 Mar
Real Stories

Julie and Garry’s PlanHappy Journey To A Happy Retirement

  • March 5, 2021
  • By author-avatar jradmin
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We chatted to Paul about his experience at Joslin Rhodes, what made him choose us over other firms and why he felt confident to do so.

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ex retirement clients of joslin rhodes joe and loraine enjoying their pension
24 Mar
Real Stories

Joe and Lorraine PlanHappy

  • January 28, 2021
  • By author-avatar jradmin
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We chatted to Joe and Lorraine about their experiences with Joslin Rhodes, what brought them to see us and how PlanHappy helped them

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retiring couple sat on sofa inside joslin rhodes office
24 Mar
Real Stories

It’s About Time

  • January 28, 2021
  • By author-avatar jradmin
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The couple are now looking forward to the future without worrying about running out of money, happy that everything is being handled by experts.

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helping bryan and sue plan happy inforgraphic retirement related joslin rhodes
24 Mar
Real Stories

Helping Bryan and Sue PLAN HAPPY

  • February 5, 2021
  • By author-avatar jradmin
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Bryan and Sue in many ways are typical of a lot of couples in the north east, they have three children, four grandchildren and worked hard all their lives.

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couple walking on the beach retired
23 Mar
Pension Drawdown, Real Stories

It Was All About The Numbers

  • February 5, 2021
  • By author-avatar jradmin
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The Manyweathers came to us specifically looking for the best possible return on their investments. Security and trust were their top priorities.

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retired ex client kate talks about joslin rhodes
24 Feb
Real Stories

Kate’s Journey to PlanHappy

  • January 28, 2021
  • By author-avatar jradmin
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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.

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retirement couple sitting on sofa jump with both feet
17 Feb
Real Stories

Jump into retirement with both feet

  • February 5, 2021
  • By author-avatar jradmin
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How did PlanHappy help Jim & Jan do the things they’ve always wanted.

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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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Based on a work at https://www.joslinrhodes.co.uk.
  • 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 consultation
  • How We’ll Help
  • Who We Are
    • Meet The Team
  • Blog
  • Contact Us
    • Book my free consultation
    • Meeting Options
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