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Independent Pension Advice and Retirement Planning Specialists

Independent Pension Advice and Retirement Planning Specialists

Independent Financial Advice

Independent Pension Advice and Retirement Planning Specialists

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

Call 01642 42 45 73 to talk to an adviser

Pension Advice Gold Standard

We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.

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

We can advise you on:

Whether you’ve contributed to the same pension for 35 years, or you’ve a trail of pensions scattered all over. We’ll help you make sense of it all.

We’ll work with you to answer the questions keeping you awake at night, like:

  • When can I retire?
  • Should I transfer my pension?
  • Can I access cash from my pension?

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 have.

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. This is not a service that all Financial Advisers can offer.

It’s free to find out if we can help

Call our Teesside office 01642 42 45 73  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

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