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Find out when you can retire

Find out when you can retire

Independent Financial Advice

Find out when you could retire

Wondering if you’ve enough to retire?

Our PLAN HAPPY process will show when you’ll have enough.
On average, our clients retire 5 years earlier than they thought they could.

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

Joslin Rhodes are Independent Pension Advice and Retirement Planning Specialists in Teesside and Newcastle.

We can advise you on:

You’ll have lots of questions

We’ll work with you to plan the retirement lifestyle you really want by answering the questions keeping you awake at night, like:

  • When can I retire?
  • Should I transfer my pension?
  • Can I access cash from my pension?
  • Can I make sure my family are looked after when I’m gone?”

Whatever the question, they usually all mean the same thing:

  • Do I have enough and will I always have enough?

Our friendly team are here to help you answer them all, and more.

Using our unique PlanHappy process, we’ll help you understand your pension options and explain how to fund your future.

Get advice on accessing your pensions

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 can establish the facts for each type of pension you hold.

Occupational Pension Transfer advice

We hold the permission of the Financial Conduct Authority (FCA) to advise on Defined Benefit (Final Salary and Career Average) Pension Transfers. So, we really are your local experts. This is not a service that all Financial Advisers can offer.

It’s free to find out if we can help

Just click here to call or fill in the form below and we’ll call you back.

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.

Talk To The Experts