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Step Four: Update & Improve

Got the perfect financial plan?

Let’s see if we can make it even better by updating and improving.

Show me how

We’ve already done a lot of work together to create a great plan that gives you the outcomes you’re looking for. Now it’s time to keep nurturing that plan so it stays on track and aligned with any changes in your life.

Market conditions

You don't need to worry about changes in market conditions. Part of the service means we'll adjust your investments quarterly, so they remain aligned to your individual investment risk profile.

Keep in touch

You’ll meet us regularly to discuss any change in circumstances or desired outcomes. It could be you’ve changed your mind on some things since the original plan was created.

Make changes

It’s also important to review your investments. If your investment portfolio would benefit from any changes we'll let you know our recommendations and, once agreed, will make these changes for you.

Enjoy life

The update and improve part of Plan Happy is there so you can be sure you’ll always have enough to live the life you really want to.

Find out if we can help you Plan Happy

Impressed with the level of detail in the packs and how it's explained to you.


We have no hesitation in recommending Joslin Rhodes, after experiencing an outstanding level of customer service. Just pop in and have a coffee and a chat, it might just be the decision you make for your future. It certainly was in our case.

Stuart and Zoe

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