Independent Financial Advice – Understand Your Options

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Independent Financial Advice

We’re not tied to specific providers, meaning we’ll find the best options for you from across the market.

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Authorised & Regulated

We’re authorised and regulated by the Financial Conduct Authority, the UK’s financial services regulator.

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Free Initial Meeting

Your first meeting is no cost, with no obligation to take it further. So, let’s see how we can help.

Get Your Questions Answered

You probably have a whole host of questions and might want to know things like:

  • Can I cash in my pension at 55?
  • Do I have enough to afford to retire?
  • I’ve been made redundant, could I afford to retire early, instead of having to look for another job?
  • Will I always have enough, and not run out of money in later life?
  • Can I make sure my family are looked after when I’m gone?
  • Can I cash out my pension?

Whatever your questions, we’re experts at helping you get the answers you’re looking for and may even answer some you’ve not thought of.

Getting the right pension advice is crucial to your financial future.

The problem many people face is that they don’t know where to go for impartial, expert pension advice.

We’re here to help you make sense of pensions so that you can have a secure retirement.

Joslin Rhodes are completely independent and not affiliated to any single provider. The pension advice we give you will be impartial and unbiased.

“If you’re using an advisor, always always make sure it’s an independent financial advisor”  Martin Lewis

We Can Provide Financial Advice On:

 Pension Drawdown & Annuities

 Taking Your Tax Free Cash Lump Sum

 Pension Consolidation

Investing For Income

Equity Release

Care Fees Planning – Protecting Your Home & Money

Will Writing

 Lasting Power of Attorney

Inheritance Tax Planning

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Who We Are

Joslin Rhodes Pension & Retirement Planning is all about people.

We’re passionate about making sure everyone has access to the financial planning that will really free them to love the retirement they’ve spent their lives working towards.

As a team of Independent Financial Advisors, we’re here to help you make the right choices for your money. But, there’s more to it than just financial advice.

Using the unique PlanHappy Lifestyle Financial Planning process we’ll help
you work out what you want to do in the future then do the money bit to work out how to get you it.

So, all you need to do is get on with enjoying life. After all, isn’t that what it’s all about?

 UK Pension Advice Specialists 

 FCA Regulated

We Manage Over £190 million of Client Funds

Thousands of Happy Local Clients

Established For Over 20 Years

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Experienced Financial Advisors

In times of uncertainty, it’s important to know who you can trust, we’re authorised and regulated by the Financial Conduct Authority (FCA).

Speak to a financial advisor and get the right advice for you.

We’ll advise you on the ins and outs of cashing in a pension, taking a lump sum, pension drawdown, annuities, transferring your pensions, tax implications, early retirement and how to protect your estate.

You’ll get expert, independent financial advice to avoid risks, minimise tax and make the right choices about how best to withdraw money from your pension.

Our job is to explain your financial options clearly and simply so you can make informed decisions.

To get started, click the button below to arrange your free call.

Don’t take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…

Why choose Joslin Rhodes?

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Over £190 million

We're trusted to manage over £190 million of our clients funds

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FCA Regulated

We're authorised and regulated by the Financial Conduct Authority

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Proven Process

The unique PlanHappy Lifestyle Financial Planning process has been specifically designed to help you get what you want

Talk To The Experts

Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • PPC Ads landing page Financial AdvisorWhen you can afford to retire
  • PPC Ads landing page Financial AdvisorHow much money you'll need in retirement
  • PPC Ads landing page Financial AdvisorHow to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

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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"

Mr. W