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We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.

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Looking to make the most of your pension? Let’s see how we can help…

Joslin Rhodes are Independent Pension Advisors and Retirement Planning Specialists

In times of uncertainty, it’s important to know who you can trust, we’re authorised and regulated by the Financial Conduct Authority (FCA).

Get the right advice for you

We’ll advise you on the ins and outs of cashing in a pension, taking a lump sum, pension drawdown, annuities, transferring your pensions, tax implications, early retirement and how to protect your estate.

You’ll get expert, independent financial advice to avoid risks, minimise tax and make the right choices about how best to withdraw money from your pension.

Our job is to explain your financial options clearly and simply so you can make informed decisions.

We offer free initial online meetings to advise you from the comfort and safety of your own home, or COVID secure, in office meetings.

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What does your pension advice look like

Pension advice and retirement planning is more than just adding up pension funds, it’s also about deciding how you want to spend your time. Whether that’s more time with the family, holidays, or simply doing whatever makes you happy.

So, when you just need someone to explain it all and show you how to make the most of your money, we’ll help you understand your options.

With a team of independent pension advisors who don’t do the jargon thing and are great at explaining the advantages and disadvantages of any decision, we’ll make sure your money’s in the right place and working hard.

Plus, we’re regulated by the Financial Conduct Authority so you can trust that you’re in good hands.

Get your pension and retirement planning questions answered

You probably have a whole host of questions and might want to know things like:

  • Can I cash in my pension at 55?
  • Do I have enough to afford to retire?
  • I’ve been made redundant, could I afford to retire early, instead of having to look for another job?
  • Will I always have enough, and not run out of money in later life?
  • Can I make sure my family are looked after when I’m gone?
  • Can I cash out my pension?

Whatever your questions, we’re experts at helping you get the answers you’re looking for and may even answer some you’ve not thought of.

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Don’t take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…

Why choose Joslin Rhodes?

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Over £190 million

We're trusted to manage over £190 million of our clients funds

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FCA Regulated

We're authorised and regulated by the Financial Conduct Authority

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Proven Process

The unique PlanHappy Lifestyle Financial Planning process has been specifically designed to help you get what you want

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:

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

4.9 out of 5 stars on VouchedFor

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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"

Mr. W