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.