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Pension Drawdown Advice

Pension Drawdown Advice

Independent Financial Advice

Pension Drawdown Advice

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

Call 0191 249 4257  and find out how we can help

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.

Drawing down your pension can seem very appealing. The main attraction is freedom and flexibility. Choose how much to take and when, or even whether you want to leave some to loved ones.

However, like all choices there are usually benefits and risks associated with each option. This could be around tax liability, guaranteed returns or just making sure your money lasts as long as it needs to, to support you through life.

Choose expert independent advice

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

Your adviser will guide you through your options, making sure you’re fully equipped with the knowledge you need to make the best decision for you, your family and your future.

We can advise you on:

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

It’s free to find out if we can help

Call our Newcastle office on  0191 249 4257  or fill in the form below and we’ll call you back.

Talk To The Experts

We’ve Got the Pension Transfer Gold Standard

Set up by the Pension Advice Taskforce, we’ve been awarded the Gold Standard, which helps you recognise good practice, ethical and professional standards when looking for advice/” title=”pension transfer”>pension transfer advice.

As Gold Standard holders, we’re committed to helping you clearly understand whether transferring your Defined Benefit (Final Salary) pension is right for you.

What’s even better, the Gold Standard is accredited by the Financial Conduct Authority (the UK financial advice regulator) and the Personal Finance Society (the body for the UK financial advisory profession).

For more on the Gold Standard, download the Pension Advice Taskforce guides:

Download the short guide       Download the long guide

It’s free to find out if we can help

Call today on 01642 42 45 73 or request a callback via the form

Retirement planning adviser

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