Leaving a job after 18 years is never easy but our client Steve made it look like a breeze
Find out how we helped Paul and Julie retire a decade early
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.
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.
We chatted to Joe and Lorraine about their experiences with Joslin Rhodes, what brought them to see us and how PlanHappy helped them
The couple are now looking forward to the future without worrying about running out of money, happy that everything is being handled by experts.
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.
The Manyweathers came to us specifically looking for the best possible return on their investments. Security and trust were their top priorities.
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.
How did PlanHappy help Jim & Jan do the things they’ve always wanted.
Joslin Rhodes,
The Planning Rooms,
Wellington Court,
Preston Farm,
Stockton on Tees,
TS18 3TA
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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.
