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The Joslin Rhodes Pension & Retirement Planning Team look forward to helping you.

We’ve helped thousands of local people understand their pension, retirement and estate planning options to plan and achieve their best life. 🥂

Established in Teesside for over 20 years, we’re trusted to manage over £200 million of our clients’ pensions and investments.

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

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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.

PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle Financial Planning Limited (company number 484324) which authorised and regulated by the Financial Conduct Authority, firm reference number 06446109. 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.

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