Retirement Planning Services
Retirement is a time to relax and focus on the things you love. But to fully embrace your new life after work, you first need to have a solid Financial Plan in place.
And lucky for you, you’ve come to the right place!
Thanks to our unique PlanHappy Lifestyle Financial Planning approach, Joslin Rhodes has been helping Teessiders live their best lives in retirements for over 20 years.
So, whether you’re looking to retire now or in 10 years’ time, our professional advisers can help you get your financial ‘ducks in a row’ and enjoy a worry-free retirement.
Start planning for the future you want today
Speak with us today to arrange your no-cost meeting (worth £500) with one of our local pension & retirement planning experts.
What do you need?
Whatever you want to do in retirement, especially in Teesside, there’s a good chance we’ll be able to help you plan it.
So, whether you need:
- Pension Advice and Retirement Planning
- Investment and Savings Advice
- Estate Planning Advice – Wills, Lasting Power of Attorney, Trusts and Care Fees Planning
- Equity Release – Releasing Tax Free Cash from your Home
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?
Helping with those difficult decisions
You probably have a whole host of questions and might want to know things like:
- Do I have enough to retire?
- Drawdown Vs Annuity?
- Guaranteed monthly income or flexible access?
- Can I make sure my family are looked after?
But don’t worry.
Our friendly and expert financial advisers know their stuff. We’ve got a fantastic process designed to help you clearly understand the pros and cons of the different options, so you can make the right decisions for you.
Your initial consultation at our Stockton-on-Tees office is free of charge – and the peace of mind is priceless.
So, let’s explore your future and how we can help you make your retirement dreams a reality.
Don’t just take our word for it…
Read what some of our clients have to say about us…
We can get on and enjoy our retirement.
We were unsure how to manage both our savings and pensions. We went along to see the team at Joslin Rhodes and had several discussions about options open to us. We have now both investments and pensions being managed by Joslin Rhodes.
Connie Hall
Every step has been explained very well.
Really pleased how my Pensions have been handled with Joslin Rhodes. Every step has been explained very well so we could understand the process. Looking forward to the next stage being completed, also the hospitality we have received at our meetings has been excellent.
Stephen Coates
Very professional warm and friendly team.
Joslin Rhodes have taken the strain off us having to worry about money now that we have retired. They keep us informed and advised at every stage. It's a bit like having a friend who you can trust to look after your financial health while you are free to go about enjoying the rest of your life.
Karen Hammond
Nothing is too much trouble.
We called into Joslin Rhodes after a recommendation from colleagues. We went through a number of sessions talking and reviewing our situation with the view for early retirement. We were fully supported and given reassuring advice in deciding to retire early and are now very happy in our retirement. We would not hesitate to recommend Joslin Rhodes.
Rita Johnson
Their professionalism and knowledge certainly gives us confidence.
Friendly and welcoming staff, comfortable and relaxed atmosphere. It’s a very daunting and important decision when deciding on investments, particularly with pensions but their professionalism and knowledge certainly gives us confidence for a long and happy future.
Dave Redwick
My experience with Joslin Rhodes has been excellent.
As someone who really didn't understand pensions and was concerned for the future, I can say my experience with Joslin Rhodes has been excellent. Everyone I have met have been very professional but also friendly making you feel completely at ease. I cannot praise them highly enough for making this a pain free journey. A very big thank you.
Amanda Kelly
Top 5 Commonly Asked Questions About Retirement Planning
Ready to talk?
Our friendly team are here to help. Simply pop a few details into the form below and we'll be in touch.
We'll show you:
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When you can afford to retire -
How much money you'll need in retirement -
How to make the most of your pensions and other assets to fund your lifestyle
