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Pension Advice & Retirement Planning Stockton

To book your free consultation call 01642 52 55 11

We’re always happy to chat. 

Independent Pension Advice Stockton

Based in Stockton-on-Tees we are your local experts in pension advice and retirement planning. We can help you make the right choices for your money and answer those questions that keep you awake at night:


We are a team of 60+ independent pension advisors and retirement planning specialists, and we pride ourselves on our unique PLAN HAPPY approach. Our head office is based here in Stockton-on-Tees, and together we work with you to fully understand the retirement lifestyle you want. We explore all of the options together, and we do the money bit to work out how you can get there. 

On average, we have helped our Teesside clients retire 5 years before normal retirement age, and before they were expecting to.
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.


Independent Financial Advisors Stockton

5 stars

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

Our Stockton Planning Rooms

Meet our Stockton team:

Headshot photo of David Downing

David Downing
COO

Stockton on Tees Head Office

Headshot photo of Danni Czerwinska

Danni Czerwinska
Business Support Manager

Stockton on Tees Head Office

Headshot photo of Scott Day

Scott Day
Head of PlanHappy

Stockton on Tees Head Office

Headshot photo of Sheila Darling

Sheila Darling
Head of Operations

Stockton on Tees Head Office

Headshot photo of Julie Weir

Julie Weir
Head of Commercial

Stockton on Tees Head Office

Headshot photo of Anthony Prior

Anthony Prior
Financial Planning Specialist

Stockton on Tees Head Office

Headshot photo of Christine Fox

Christine Fox
Planner

Stockton on Tees Head Office

Headshot photo of Luke Watkinson

Luke Watkinson
Planner

Stockton on Tees Head Office

Headshot photo of Callum Woods

Callum Woods
Planner

Stockton on Tees Head Office

Headshot photo of Carole Skeoch

Carole Skeoch
Protect Team Member

Stockton on Tees Head Office

Headshot photo of Andrew Duff

Andrew Duff
Protect Team Member

Stockton on Tees Head Office

Headshot photo of Jeay Kingham

Jeay Kingham
Technical Specialist

Stockton on Tees Head Office

Headshot photo of Lewis Melluish

Lewis Melluish
Senior Technical & Pension Specialist

Stockton on Tees Head Office

Headshot photo of Paul Dowling

Paul Dowling
Paraplanner

Stockton on Tees Head Office

Headshot photo of Harry Drake

Harry Drake
Paraplanner

Stockton on Tees Head Office

Headshot photo of Jess Wilkinson

Jess Wilkinson
Paraplanner

Stockton on Tees Head Office

Headshot photo of Katie Watts

Katie Watts
Paraplanner

Stockton on Tees Head Office

Headshot photo of Grant Young

Grant Young
Paraplanner

Stockton on Tees Head Office

Headshot photo of Eva Firth

Eva Firth
Trainee Paraplanner

Stockton on Tees Head Office

Headshot photo of David Southgate

David Southgate
Trainee Paraplanner

Stockton on Tees Head Office

Headshot photo of Sharon Sanders

Sharon Sanders
Operations Delivery Manager

Stockton on Tees Head Office

Headshot photo of Callum Ellsbury

Callum Ellsbury
Operations Assistant Manager

Stockton on Tees Head Office

Headshot photo of Jane Stokes

Jane Stokes
Build Team Leader

Stockton on Tees Head Office

Headshot photo of Nicky Goulding

Nicky Goulding
Build Team Member

Stockton on Tees Head Office

Headshot photo of Bethany McGhee

Bethany McGhee
Build Team Member

Stockton on Tees Head Office

Headshot photo of Alexandra Coates

Alexandra Coates
Discovery Team Leader

Stockton on Tees Head Office

Headshot photo of Chloe Kemp

Chloe Kemp
Discovery Team Member

Stockton on Tees Head Office

Headshot photo of Kristina Norris

Kristina Norris
Discovery Team Member

Stockton on Tees Head Office

Headshot photo of Rebecca Larkin

Rebecca Larkin
Sales Team Leader

Stockton on Tees Head Office

Headshot photo of Kelly Warwick

Kelly Warwick
Client Onboarding Team Leader

Stockton on Tees Head Office

Headshot photo of Samantha Colpitts

Samantha Colpitts
Sales Team Member

Stockton on Tees Head Office

Headshot photo of Stuart Robinson

Stuart Robinson
Compliance Manager

Stockton on Tees Head Office

Headshot photo of Elaine Wood

Elaine Wood
PlanHappy Team Co-ordinator

Stockton on Tees Head Office

Headshot photo of Sean Taylor

Sean Taylor
Lead Software Developer

Stockton on Tees Head Office

Headshot photo of Michael Vickers

Michael Vickers
Senior Software Developer

Stockton on Tees Head Office

Headshot photo of Richard Turnbull

Richard Turnbull
Senior Software Developer

Stockton on Tees Head Office

Headshot photo of Jason Hobson

Jason Hobson
Software Developer

Stockton on Tees Head Office

Headshot photo of Philip James

Philip James
Software Developer

Stockton on Tees Head Office

Headshot photo of Julie Kawndele

Julie Kawndele
HR & Accounts Administrator

Stockton on Tees Head Office

Headshot photo of Kelly Galliford

Kelly Galliford
Business Support Assistant

Stockton on Tees Head Office

Headshot photo of Samantha Glen

Samantha Glen
Financial Controller

Stockton on Tees Head Office

Headshot photo of Philip Taylor

Philip Taylor
IT Systems & Support Manager

Stockton on Tees Head Office

Headshot photo of Peter Chadwick

Peter Chadwick
Marketing Manager

Stockton on Tees Head Office

Headshot photo of Sara Thomson

Sara Thomson
Digital Marketing Assistant

Stockton on Tees Head Office

Joslin Rhodes Stockton Planning Rooms

Joslin Rhodes,
The Planning Rooms,
Wellington Court,
Preston Farm,
Stockton on Tees,
TS18 3TA

Tel: 01642 52 55 11 Get Directions

Stockton Opening Hours:

Monday: 9.00am till 7.00pm
Tuesday: 9.00am till 7.00pm
Wednesday: 9.00am till 7.00pm
Thursday: 9.00am till 7.00pm
Friday: 10.00am till 5.00pm

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