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Helping You PlanHappy

What if you could retire years earlier?

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What’s Your Happy?

For some happiness is knowing you’ve enough money to live worry free in retirement, for others it’s travelling the world. But, whatever your choice, the PlanHappy lifestyle financial planning process has been specifically designed to help you work out how to get your ‘happy’.

With PlanHappy lifestyle financial planning you’ll explore what you want to do in retirement then how to use your assets to cost for it.

We’ll help you find answers to those questions that keep you awake at night like:

Our friendly team are here to answer your questions and build a clear financial plan for the life you want.

Bike riding couple enjoying their retirement

So what’s  PlanHappy?

Joslin Rhodes CEO and founder, Neil Parker, chats about what this unique lifestyle financial planning process is all about and how it’ll help you plan for the lifestyle you really want.

What’s Your Enough?

But, before you can work out if you have enough, you first need to work out what enough money means for you.

This is what makes PlanHappy Lifestyle Financial Planning so great.

The whole process has been designed to help you get the retirement you want by first planning what lifestyle you’d like.

After telling us what you want to do, we’ll analyse your existing assets to see what gaps need to be filled and what changes need to be made.

We do all the legwork analysing and calculating, dealing with your providers and making sure everything’s done the right way.

If you’ve got a Defined Benefit pension, we’ll also produce a specialist report called a Transfer Value Analysis Report (TVAS). But, as we’re authorised and regulated by the Financial Conduct Authority to produce this, you’re in good hands.

Woman playing with a dog

Couple enjoying their retirement at 55

Now for the best bit

Next is the best part – the bit where you get to see the plan we’ve created to fund the lifestyle you want.

For some, this is the bit we tell them:

  • They can retire early
  • They can go on that cruise
  • And, they do have enough to enjoy life

Essentially, PlanHappy Lifestyle Financial Planning is all about you getting what you want from life.

What’s not to love about that?

Latest blog articles

 All the latest and most recent articles and information related to pensions, investments and retirement planning in one easy place.  

Meet the Team: In Conversation With... As a child I actually always wanted to be a policeman, even going so far as to study criminology at university. However, my career path went in a completely different direction and I can honestly say I’ve never looked back. Read More Joslin Rhodes customer enjoying his retirement Every Day's a Holiday Meet Willie and find out why he decided to seek financial advice. Read More Jumping into retirement with both feet Jump into retirement with both feet How did PlanHappy help Jim & Jan do the things they’ve always wanted. Read More Kate discussing her Planhappy journey Kate's Journey to PlanHappy 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. Read More cold caller Pension Cold Calling Banned It’s now illegal for anyone to make unsolicited cold-calls to you regarding your pensions. Treasury Minister John Glen described cold calling as the "most common method" to begin pension fraud. Read More

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