Skip to main content
Request a call back Book your free consultation

Pension Advice & Retirement Planning Newcastle

To book your free online meeting call 0191 249 4257

We’re always happy to chat. 

Independent Pension Advice Newcastle

If you're looking for friendly pension and retirement specialists in your local area, we're here to help. Our lovely Newcastle office is easily accessible from the Tyne and Wear region, County Durham, Northumberland and North Yorkshire.

Whether you're looking for retirement planning advice or independent pension advice, our unique Plan Happy approach is all about delving into what your hopes are for the future and showing you how you can get there, whilst protecting your assets.

We have been helping people Plan Happy for years. We are authorised by the Financial Conduct Authority and we're ideally positioned to help you get the retirement lifestyle you've worked hard for.

Our head office is based in Stockton-on-Tees, and across our offices we are a team of 60+ independent advisors helping clients in Newcastle and the surrounding North East to make the right choices for their money.

Independent Financial Advisors Newcastle

5 stars

Rated 4.9 out of 5 by our clients on VouchedFor VouchedFor: Financial Advisors - Solicitors - Accountants

Our Newcastle Planning Rooms

Meet our Newcastle team:

Headshot photo of Louise Rudd

Louise Rudd

Newcastle Office

Headshot photo of Danniel Spooner

Danniel Spooner

Newcastle Office

Headshot photo of Janine Holt

Janine Holt
Client Onboarding Team Member

Newcastle Office

Joslin Rhodes Newcastle

Joslin Rhodes,
The Planning Rooms,
Swordfish House,
Amethyst Road,
Newcastle Business Park,
Newcastle upon Tyne,

Tel: 0191 249 4257 Get Directions

Newcastle Opening Times

Mon - Fri: 9.00am till 5.00pm

We'll call you back

Please let us know if you'd like us to send you updates by ticking the box below. Thank you.

* Required fields

Share this page via

This website uses cookies to ensure you get the best experience on our website.