Independent Pension Advice In Harrogate

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Get expert, independent pension advice. Avoid risks, minimise tax and make the right choices for your money

Talk to the experts

You don’t need to be face-to-face, to get face-to-face pension advice.

We offer free initial online meetings to advise you from the comfort and safety of your own home.

You’ll receive expert, independent financial advice to avoid risks, minimise tax and make the right choices for accessing your money.

Joslin Rhodes are Independent Pension Advice 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 taking a lump sum, pension drawdown, annuities, transferring your pensions, tax implications, early retirement and how to protect your estate.

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

We provide pension advice to Harrogate and surrounding areas.

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 Joslin Rhodes are Independent Pension Advice and Retirement Planning Specialists

In times of uncertainty it’s important to know who you can trust.

When it comes to specialist advice on defined benefit /final salary pensions, not all financial advisers have the FCA permissions needed.

We work with PlanHappy Pension Specialists, who are authorised and regulated by the Financial Conduct Authority (FCA) to advise on Defined Benefit (Final Salary and Career Average) pension transfers.

And, everything is tailored to you and what you want to do, not just the figures.

Do you understand all of the benefits your pension scheme gives?

It could be you’re looking for more flexibility than your current scheme gives, or you’d prefer all your pensions in one place.

But do you know if that’s the right thing to do?

You’ll get clear, independent advice to assess whether staying in or transferring is right for you.

We’ll establish the facts for each type of pension you hold. 

The normal minimum pension access age is currently 55. However, some schemes have rules where you may be allowed to access the plan early.

We work with clients who have pensions with ICI, Superdrug, Johnson Matthey, Caterpillar UK, Husqvarna, Northern Powergrid and many more.

What you’ll get?

Let’s face it retirement planning and pension advice can be a minefield, especially when this retirement thing has crept up on you.

As well as answers to your questions, you’ll get a team of 60+ independent pension advice and retirement planning experts available online and in the office all working for you.

You’ll get help with ways to avoid financial risk, minimise tax and make the right choices for your money.

It’s free to find out if we can help

Call today on 033 0133 3035 or request a callback via the form below.

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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

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…

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

4.9 out of 5 stars on VouchedFor

"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

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