We’ve helped thousands of Teessiders retire with confidence – and we can help you too.
- 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.
As UK pension specialists, we can help you with all your retirement and estate planning needs.
So, whether it’s pension consolidation, protecting your home from care fees, or exploring equity release, we’re here to help.
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.
Book your FREE meeting
Our local team can assist with all your pension and retirement needs. Arrange your no-cost meeting with our pension & retirement experts.
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…
Address
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.