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:

• Pensions and Retirement Planning
• Defined Benefit Pension Transfers
• Pension Drawdown and Annuities
• Investments
• Estate Planning (incl. Wills, Trusts, Lasting Power of Attorney)
• and more

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.