Helping You PlanHappy
What if you could retire years earlier?
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.
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.
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?
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:
- When you can afford to retire
- How much money you'll need in retirement
- How to make the most of your pensions and other assets to fund your lifestyle
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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..."