Joslin Rhodes Lifestyle Financial Planning, Pension Advice & Retirement Planning

We're Pension & Retirement Planners and Pension Transfer Specialists, with a difference. We focus on our clients as individuals and what they want from life. Then we'll work out how to use their financial assets to get there.We call this Plan Happy.This is our unique process that helps us support the good people of Teesside, Darlington, Newcastle and surrounding areas to determine exactly what they want from life. We explore what they want to do more of, less of, or not at all! Because the answer to these questions is different for everyone, our process is unique to each client.One person's happy could be pottering in the garden or seeing more of the grandchildren. Another's could be bungee jumping in South Africa. Similarly, each person's financial assets are unique to them, whether based on property, pensions, savings or investments. Our job is to map the route from these to happiness.Our initial meeting is no obligation and absolutely no pressure. We ask lots of questions and do lots of listening. We allow our clients the time and space to decide if our service is right for them.Then we'll carefully and clearly explain the technical options available and show clients how our Plan Happy process can help.Joslin Rhodes are Autorised and Regulated by the Financial Conduct Authority (FCA). We look after funds and investments long term and provide a Protection service to ensure financial assets are protected in the future. This includes Wills, Trusts and Power of Attorney.We are also one of the few Pension Transfer Specialists in the area. This means we are qualified and regulated to offer advice on certain pension types sometimes known as Final Salary or Defined Benefit schemes.As an employer we are committed to be a great place to work. We want our people to come to work every day feeling fantastic about what we do in an environment that is both professional and comfortable.