Pension Advice & Retirement Planning in the North East

North East   UK Pension Planning Experts

North East   FCA Regulated Advice

North East   Established Over 20 Years

North East   Award-Winning Local Business

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Joslin Rhodes – financial advisers, helping people plan their Pensions & Retirements in the North East.

Our award-winning team of Pension & Retirement Specialists, based in the North East, is ready to help you enjoy the retirement you’ve always dreamed of. We’ll give you the peace of mind that comes from knowing everything is in hand and that your future is secure.

Unlike traditional Financial Advisers, our approach is centred around you – not just the figures. Using our unique PlanHappy Lifestyle Financial Planning Process, we’ll explore what matters most to you in retirement and why it’s important. Then, we’ll craft a personalised Financial Plan to guide your financial decisions.

We offer a full range of services, from Pension and Retirement Planning to Estate Planning and Equity Release. As FCA-regulated Financial Advisers, we can also manage your existing investments or help set up new ones.

If you’re after ‘Real Advice, For Real People’, reach out to us today.

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Pension Advice
North East

Retirement Planning
North East

Estate Planning Advice
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Areas of the North East we service:

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Why choose Joslin Rhodes?

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Independent Financial Advice

We’re not tied to specific providers, meaning we’ll find the best options for your Pensions from across the market.

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Authorised & Regulated

We’re authorised and regulated by the Financial Conduct Authority, the UK’s Financial Services regulator.

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Proven Process

The unique PlanHappy Lifestyle Financial Planning Process is the cornerstone of our service and has been specifically designed to ensure we get you what you want.

Don’t just take our word for it…

Meet some of our clients and see what they think of us.

View more testimonials

There’s always something happening here…

Looking for practical, face-to-face help to tackle life’s money matters? Then join us at these no-cost workshops.

Whether it’s pension puzzles, care fee planning chaos, or sleepless nights from financial worries, we’re here to help.

See our upcoming events
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Real Advice, For Real People

We'll show you:

  • North East When you can afford to retire
  • North East How much money you'll need in retirement
  • North East How to make the most of your pensions and other assets to fund your lifestyle