By finding out how to use your assets to fund the retirement you want, you could get the peace of mind you're looking for. Let's face it retirement planning and pension advice can be a minefield, especially when this retirement thing has crept up on you. As well as answers to your questions, you'll get a team of independent pension advice and retirement planning experts available online and in the office all working for you.
You'll get help with ways to avoid financial risk, minimise tax and make the right choices for your money. You delve into what makes you happy. We'll work out how to get you there, financially speaking. Our expert team will research your existing assets and show you how they can be used to get you the lifestyle you want.
You'll get help with ways to avoid financial risk, minimise tax and make the right choices for your money. You delve into what makes you happy. We'll work out how to get you there, financially speaking. Our expert team will research your existing assets and show you how they can be used to get you the lifestyle you want.
Services
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 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.
With a 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.
Joslin Rhodes is all about people. We're there to help you get the future lifestyle you want, whether that's water-skiing in exotic locations or relaxing at home. It's our job to help you use your assets to give you the things you want in life by combining life coaching with financial advice to get you the best future your assets can give.
I need help with. Retirement planningUnderstanding my pension optionsWorking out if I can retire earlyEquity Release AdviceEstate planning (Wills, Lasting Power of Attorney, Trusts etc)Expert financial adviceSomething else.
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.
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.
Planning for retirement can be daunting. Thinking about how you'll fund it and whether you can afford to do the things you want can be a worry. With the PlanHappy lifestyle financial planning process, we'll put everything together in clear plans to give you a sense of comfort and control. 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.
The attraction with drawdown is the flexibility to access your money when and how you want. Like everything in life, too much freedom isn't always a good thing. If you use that flexibility to overspend, your pot could run out quicker than you anticipate. Plus, there are risks to any investments and taking out lots of money from your pot could have tax implications too.
Reviews (10)
Andrew Turnbull
May 28, 2021
Report
Amanda Kelly
Dec 06, 2020
Report
As some one who really didn't understand pensions and 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 can not praise Christine Fox highly enough for making this a pain free journey a very big thank you.
Geoff Edwards
Aug 06, 2020
Report
We joined JR 6 years ago, initially all seemed fine, but it seems to us in the last couple of years they are putting their own interests first (I fully accept Brexit has had a big impact), we have had little or no interest gained on our account, whilst that is an issue our bigger concern is the lack of communication & at times extremely bad communication especially if we want something from them! We are currently seeking to invest somewhere else, we are aware that they have been changing other customers accounts which allegedly are doing fine, but when we have mentioned this their comment was
Martin Callaghan
Oct 29, 2019
Report
The whole discussion of possibly transferring my final salary pension was a very enjoyable, informative, professional experience. I cannot praise highly enough both Christine and Anthony for their diligence In explaining thoroughly our options. Their consideration and attention to details whilst planning our financial future, left no stone unturned, so that we could have confidence in knowing we had all of the information required to make our decision.
I look forward to working with them in the years to come.
I look forward to working with them in the years to come.
Dave Redwick
Nov 07, 2018
Report
Friendly and welcoming staff.Very impressive work premises,comfortable and relaxed atmosphere.Well informed advisors that listen to what you want to do with regards your pensions and retirement,then help you choose the best way forward to achieve your goals.We have been with them for one year now and have always found them willing to listen to any concerns or questions that have arisen and they have taken all the time reqiuired to address these and explain any aspect of our investment that we have not initially fully understood.
It is a very daunting and important decision when deciding on investment
It is a very daunting and important decision when deciding on investment
Gary Parle
Oct 26, 2018
Report
Connie Hall
Sep 24, 2018
Report
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. The team there are all friendly, approachable and most of all knowledgeable. We have now both investments and pensions being managed by Joslin Rhodes. We can now get on and enjoy our retirement.
Would, and have recommend them.
Would, and have recommend them.
Kate O'Sullivan
Sep 10, 2018
Report
Stuart Brookes
Aug 10, 2018
Report
My Wife and I had been putting our pension statements in a folder each year, without really knowing when or how much we would need to retire on. After driving past Joslin Rhodes we decided to pop in and have a coffee and a chat, to see what they could offer us. From the moment we walked in, we were acknowledged straight away, with a very warm welcome. Every single member of the team we have met so far have been quite simply outstanding, and especially Susan who put us at ease straight away. Two meetings later and we are so glad we came across Joslin Rhodes Lifestyle Planning. They make the often
Stephen Coates
Jul 26, 2018
Report
