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Paul’s Final Salary Pension Transfer

Paul’s Final Salary Pension Transfer

Paul’s Final Salary Pension Transfer

Meet our client Paul

Why did you choose Joslin Rhodes to help with your pension advice and final salary transfer advice?

We chatted to Paul about his experience at Joslin Rhodes, what made him choose us over other firms and why he felt confident to do so.

How did the PlanHappy process help you plan the lifestyle you wanted?

Find out how the PlanHappy process meant Paul could do all the things he wanted in retirement without worrying about time restrictions and why it’s difficult to give up working.

What would you say is the key component for retirement Planning?

Find out why Paul says retirement planning is more than just working out where to put your money and why lifestyle plays an important part for him.

Real Stories

 Want to know more about the kind of people we help?
Here’s some of our clients – see what they have to say about
the service and results they got from working with us. 

Joslin Rhodes customer enjoying his retirementEvery Day's a Holiday Meet Willie and find out why he decided to seek financial advice. Read More Jumping into retirement with both feetJump into retirement with both feet How did PlanHappy help Jim & Jan do the things they’ve always wanted. Read More Kate discussing her Planhappy journeyKate's Journey to PlanHappy We chatted with Kate about her experiences with Joslin Rhodes, why she chose us over other financial advisers and what she has to say about controlling your own destiny. Read More Retired couple walking through a fieldIt Was All About The Numbers The Manyweathers came to us specifically looking for the best possible return on their investments. Security and trust were their top priorities. Read More It’s About Time The couple are now looking forward to the future without worrying about running out of money, happy that everything is being handled by experts. Read More

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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