Take control of your pensions with expert advice

We prioritise your unique needs, ensuring a plan that aligns with your goals and shows you have enough for the life you want.

  • Get expert advice on your pension options.
  • Gain a clear understanding of how best to plan for retirement and create the life you love.
  • Get face-to-face support and advice to stop those sleepless nights.

Here at Joslin Rhodes Pension & Retirement Planning, we’ve been helping hardworking Teessiders retire with confidence for over 20 years.

Let’s make sense of your pension options so that when the time comes, you can retire with confidence.

Let’s talk  

Show Your Pensions Who's Boss
Show Your Pensions Who's Boss

How we can help

Whatever you want to do in retirement, there’s a good chance we’ll be able to help you plan it.

So, whether you need:

  • Pension & Retirement Planning Advice
  • Pension Drawdown and Annuity Advice
  • Estate Planning Advice – Wills, Lasting Power of Attorney, and Trusts
  • Care Fees Planning Advice
  • Equity Release Advice
  • Investment and Savings Advice

We’ll highlight your options and answer those all-important questions.

Essentially, it’s all about uncovering what keeps you awake at night and what your hopes are, then doing the money bit to work out how you get there.

What’s not to love about that?

Areas we can cover

Life’s too short to waste time worrying. So, whatever questions you have, we can give you the answers.

Show Your Pensions Who's Boss
Show Your Pensions Who's Boss
Show Your Pensions Who's Boss
Show Your Pensions Who's Boss

Book a FREE consultation

Our local team can assist with all your pension and retirement needs. Arrange your no-cost meeting (worth £500) with one of our local pension & retirement experts.

Show Your Pensions Who's Boss

Don’t just take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…


Joslin Rhodes,
The Planning Rooms,
Wellington Court,
Preston Farm,
Stockton on Tees,
TS18 3TA

Show Your Pensions Who's Boss

Show Your Pensions Who's Boss

Join our mailing list

Keep up to date with the latest financial & retirement planning advice in our newsletter.

Joslin Rhodes Pension & Retirement Planning is a trading name of PlanHappy Investment Management Limited (company number 09511883) which is authorised and regulated by the Financial Conduct Authority, firm reference number 833492. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.