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.
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What We Do
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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.
Who We Are
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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.
Meet The Team
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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.
Retirement Planning Advice
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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.
Pension Drawdown
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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.
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