We hope the flowers brightened your day.

If you’d like a brighter retirement too,
we’re here to help…

International Day of Happiness Smile Graphic

As UK Pension Specialists, our team has been planning happy retirements in Teesside for over 20 years.

With us, you’ll get ‘Real Advice, For Real People’. We won’t talk jargon and we’ll never promise something we can’t control.

And because we know there’s lots to think about, our team is here to help you make sense of it all.

We’ll look for ways to consolidate your pension pots, avoid financial risk, minimise tax and most importantly, help you make the right choices for your money.

Let’s talk  

We’re invested in your future

Speak with us today to arrange your no-cost meeting (worth £500) with one of our local pension & retirement experts.

Happy Days

How we can help you find your happy…

Life’s too short to waste time worrying. So, whatever questions you have, we can give you the answers.

Our experts can advise on all areas of Pension & Retirement Planning, Estate Planning and Equity Release.

Happy Days
  • When can I afford to retire?
  • Have I enough to retire early?
  • What’s the best way to access my pensions tax efficiently?
Happy Days
  • How can I protect my home from care fees
  • Can I make sure my family are looked after when I’m gone?
  • How can I avoid paying more tax than I need to?
Happy Days
  • How much tax-free cash could I release?
  • Am I eligible for a lifetime mortgage?
  • Will I still own my home?

Why choose Joslin Rhodes?

Happy Days

Independent Financial Advice

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

Happy Days

Authorised & Regulated

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

Happy Days

Proven Process

The unique PlanHappy Lifestyle Financial Planning Process is the cornerstone of our service and has been specifically designed to ensure we get you what you want.

Happy Days

There’s always something happening here…

Looking for practical, face-to-face help to tackle life’s money matters? Then join us at these no-cost workshops.

Whether it’s pension puzzles, care fee planning chaos, or sleepless nights from financial worries, we’re here to help.

Happy Days

Ready to talk?

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

Real Advice, For Real People

We'll show you:

  • Happy DaysWhen you can afford to retire
  • Happy DaysHow much money you'll need in retirement
  • Happy DaysHow to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

Happy Days

"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