Wondering when you can retire?
We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.
Request a free call back
We’ll have an expert call you back for a free, no-obligation chat
You don’t need to be face-to-face, to get face-to-face pension advice.
We offer free initial online meetings to advise you from the comfort and safety of your own home.
You’ll receive expert, independent financial advice to avoid risks, minimise tax and make the right choices for accessing your money.
Joslin Rhodes are Independent Pension Advice and Retirement Planning Specialists
In times of uncertainty, it’s important to know who you can trust, we’re authorised and regulated by the Financial Conduct Authority (FCA).
Get the right advice for you
We’ll advise you on the ins and outs of taking a lump sum, pension drawdown, annuities, transferring your pensions, tax implications, early retirement and how to protect your estate.
Our job is to explain your financial options clearly and simply so you can make informed decisions.
What does a comfortable retirement look like for you?
Regardless of why you’re thinking of retiring – maybe you’re ready to unlock the next chapter of your life, or perhaps you’ve been made redundant or have experienced ill-health – you deserve peace of mind.
Peace of mind that your retirement income will allow for a comfortable retirement you can enjoy, without worrying about the pennies or pounds.
Your dream retirement won’t look the same as anyone else’s. You might want to spend more time with your family and friends or maybe do the hobbies that took a back seat to work. Maybe you’ve plans to travel the world and see everything you’ve always wanted. Or possibly you want to stay closer to home.
Everyone’s different, which is why Joslin Rhodes Pension & Retirement Planning use the PlanHappy Lifestyle Financial Planning process to get a better understanding of each individual case.
We’ll work with you to understand your hopes and dreams first, before working out how you can fund the life you really want in retirement.
Figuring out what’s important to you and your family will help make planning your retirement much easier. Gathering together your goals — however big or small — and talking to a financial adviser could make the difference in you being able to retire sooner rather than later. And who wouldn’t want that?
What can I do now to prepare for early retirement?
If you want to retire at 55, here are three things you can do now to plan for a comfortable retirement.
Work out what you want to do when you retire: Start by making a list of things you want to do in retirement. Then colour code them to rank from the most important to the least. This gives your financial adviser a huge headstart in getting to understand what makes you tick.
Sort out your savings: Next figure out your savings and if you’ve got a bit of time before you want to retire, get saving. Even a couple of years saving will help you in retirement.
Speak to a financial adviser: The biggest step is to speak to a specialist in pension advice and retirement planning.
At Joslin Rhodes Pension & Retirement Planning, we take clients through the whole process of working out what they want their retirement to look like before considering their assets to work out how to get it for them. Our expert team work very hard to give clients the lifestyle they want.
What does your pension advice look like
Retirement planning is more than just adding up pension funds, it’s also about deciding on that holiday, cruise around the Mediterranean or golfing hobby.
So, when you just need someone to explain it all and show you how to make the most of your money, we’ll help you understand your options.
With a national team of trained financial planners who don’t do the jargon thing and are great at explaining the advantages and disadvantages of any decision, we’ll make sure your money’s in the right place and working hard.
Plus, we’re regulated by the Financial Conduct Authority so you can trust that you’re in good hands.
Get your retirement questions answered
You probably have a whole host of questions and might want to know things like:
- Do I have enough to retire?
- Will I always have enough?
- Can I make sure my family are looked after?
Whatever your questions, we’re experts at helping you get the answers you’re looking for and may even answer some you’ve not thought of.
Don’t 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…
Why choose Joslin Rhodes?
Over £190 million
We're trusted to manage over £190 million of our clients funds
FCA Regulated
We're authorised and regulated by the Financial Conduct Authority
Proven Process
The unique PlanHappy Lifestyle Financial Planning process has been specifically designed to help you get what you want
Talk To The Experts
Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.
We'll show you:
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When you can afford to retire
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How much money you'll need in retirement
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How to make the most of your pensions and other assets to fund your lifestyle
4.9 out of 5 stars on VouchedFor
"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"
Mr. W
