Joslin Rhodes
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Estate Planning Manager

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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..."

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The Planning Rooms,
Wellington Court,
Preston Farm,
Stockton on Tees,
TS18 3TA

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Joslin Rhodes Pension & Retirement Planning is a trading name of PlanHappy Investment Management Limited (company number 09511883) which is authorised and regulated by the Financial Conduct Authority, firm reference number 833492. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed.

PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle Financial Planning Limited (company number 484324) which authorised and regulated by the Financial Conduct Authority, firm reference number 06446109. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

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© 2021 Joslin Rhodes. All rights reserved

  • What We Do
    • Retirement Planning Advice
    • Independent Pension Advice
    • Pension Drawdown
    • Final Salary Pension Transfer Advice
    • Investment and Savings Advice
    • Estate Planning Advice
    • Book your free online meeting
  • How We’ll Help
  • Who We Are
    • Meet The Team
  • Blog
  • Contact Us
    • Book my free consultation
    • Meeting Options
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